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Summit X LLC’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Summit X LLC’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
2020
Q4 		– Sell
-891
Closed -$224 – 301
2020
Q3 		$224 Buy
+891
New +$66.1K ﹤0.01% 407
2020
Q1 		– Sell
-4,335
Closed -$306K – 215
2019
Q4 		$306K Hold
4,335
– – 0.11% 196
2019
Q3 		$277K Hold
4,335
– – 0.11% 197
2019
Q2 		$287K Hold
4,335
– – 0.12% 201
2019
Q1 		$293K Buy
+4,335
New +$283K 0.13% 194

Other funds holding EEMA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit X LLC's EEMA Position: Q4 2020 in Review

Summit X LLC sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q4 2020, closing a stake of 891 shares — an estimated $224 sold.

Summit X LLC first reported a position in EEMA in Q1 2019 and held it in 5 quarters. The position peaked at $306K in Q4 2019. 89 funds tracked by Wall St. Rank hold EEMA as of Q4 2020.

  • Summit X LLC reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 891 iShares MSCI Emerging Markets Asia ETF shares in Q4 2020, an estimated $224.
  • Summit X LLC first reported a position in iShares MSCI Emerging Markets Asia ETF in Q1 2019 and held it in 5 quarters.
  • Summit X LLC's iShares MSCI Emerging Markets Asia ETF position peaked at $306K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.