Spire Wealth Management’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Spire Wealth Management’s Portfolio EEMA Stock Details EEMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-40	Closed	-$3K	–	2283
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	2257
2022 Q1	$3K	Buy	40 +8	+25%	+$624	﹤0.01%	2321
2021 Q4	$3K	Hold	32	–	–	﹤0.01%	2688
2021 Q3	$3K	Buy	32 +2	+7%	+$174	﹤0.01%	2385
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	2409
2021 Q1	$3K	Buy	+30	New	+$2.81K	﹤0.01%	2743

Other funds holding EEMA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Spire Wealth Management's EEMA Position: Q3 2022 in Review

Spire Wealth Management sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q3 2022, closing a stake of 40 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in EEMA in Q1 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 82 funds tracked by Wall St. Rank hold EEMA as of Q3 2022.

Spire Wealth Management reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 40 iShares MSCI Emerging Markets Asia ETF shares in Q3 2022, an estimated $3K.
Spire Wealth Management first reported a position in iShares MSCI Emerging Markets Asia ETF in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's iShares MSCI Emerging Markets Asia ETF position peaked at $3K in Q2 2022.
82 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.