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Surevest’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Surevest’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
2022
Q3 		$0 Sell
11
-175
-94% -$6.83K ﹤0.01% 534
2022
Q2 		$7K Sell
186
-8
-4% -$336 ﹤0.01% 317
2022
Q1 		$9K Sell
194
-80
-29% -$3.78K ﹤0.01% 286
2021
Q4 		$13K Buy
+274
New +$13.8K ﹤0.01% 269

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's EEM Position: Q3 2022 in Review

Surevest reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 94% in Q3 2022, selling an estimated $6.83K and leaving 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Surevest first reported a position in EEM in Q4 2021 and has held it in 4 quarters since. The position peaked at $13K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

  • Surevest held 11 shares of iShares MSCI Emerging Markets ETF worth $0 as of Q3 2022.
  • Surevest sold 175 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $6.83K.
  • iShares MSCI Emerging Markets ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #534 holding.
  • Surevest first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's iShares MSCI Emerging Markets ETF position peaked at $13K in Q4 2021.
  • 1,217 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.