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Strategic Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Strategic Wealth Management’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-103,360
Closed -$4.64M – 24
2019
Q4 		$4.64M Sell
103,360
-7,275
-7% -$312K 4.41% 9
2019
Q3 		$4.52M Buy
110,635
+1,608
+1% +$66.4K 4.28% 10
2019
Q2 		$4.68M Hold
109,027
– – 3.63% 11
2019
Q1 		$4.68M Buy
+109,027
New +$4.59M 4.3% 11

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Strategic Wealth Management's EEM Position: Q1 2020 in Review

Strategic Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2020, closing a stake of 103,360 shares — an estimated $4.64M sold.

Strategic Wealth Management first reported a position in EEM in Q1 2019 and held it in 4 quarters. The position peaked at $4.68M in Q1 2019. 1,144 funds tracked by Wall St. Rank hold EEM as of Q1 2020.

  • Strategic Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Strategic Wealth Management sold 103,360 iShares MSCI Emerging Markets ETF shares in Q1 2020, an estimated $4.64M.
  • Strategic Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2019 and held it in 4 quarters.
  • Strategic Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $4.68M in Q1 2019.
  • 1,144 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2020.

Based on Strategic Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.