Sutton Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$742K	Sell	19,555 -31,724	-62%	-$1.26M	0.37%	50
2023 Q2	$2.03M	Sell	51,279 -3,679	-7%	-$145K	0.98%	22
2023 Q1	$2.17M	Buy	54,958 +2,199	+4%	+$87.4K	1.16%	20
2022 Q4	$2M	Buy	52,759 +4,325	+9%	+$160K	0.76%	24
2022 Q3	$1.69M	Sell	48,434 -3,636	-7%	-$142K	0.69%	28
2022 Q2	$2.09M	Buy	52,070 +83	+0.2%	+$3.48K	0.83%	25
2022 Q1	$2.35M	Sell	51,987 -500	-1%	-$23.6K	0.81%	28
2021 Q4	$2.56M	Buy	52,487 +555	+1%	+$27.9K	0.85%	26
2021 Q3	$2.62M	Buy	51,932 +2	+0%	+$104	0.97%	24
2021 Q2	$2.86M	Buy	51,930 +3,768	+8%	+$205K	1.05%	21
2021 Q1	$2.57M	Sell	48,162 -294	-0.6%	-$16.1K	1.01%	22
2020 Q4	$2.5M	Sell	48,456 -1,777	-4%	-$85.4K	1.06%	19
2020 Q3	$2.21M	Sell	50,233 -228	-0.5%	-$10K	1.07%	18
2020 Q2	$2.02M	Buy	50,461 +9,849	+24%	+$369K	1.06%	18
2020 Q1	$1.39M	Buy	40,612 +1,900	+5%	+$78K	0.87%	23
2019 Q4	$1.74M	Buy	38,712 +118	+0.3%	+$5.07K	0.89%	18
2019 Q3	$1.58M	Buy	38,594 +954	+3%	+$39.4K	0.88%	18
2019 Q2	$1.62M	Buy	37,640 +475	+1%	+$20.2K	0.93%	19
2019 Q1	$1.6M	Sell	37,165 -817	-2%	-$34.4K	0.93%	20
2018 Q4	$1.48M	Buy	37,982 +5,258	+16%	+$211K	0.96%	19
2018 Q3	$1.4M	Buy	32,724 +446	+1%	+$19.3K	0.92%	15
2018 Q2	$1.4M	Buy	32,278 +1,825	+6%	+$84.5K	0.97%	14
2018 Q1	$1.47M	Buy	30,453 +1,195	+4%	+$58.6K	1.05%	15
2017 Q4	$1.38M	Buy	29,258 +915	+3%	+$42.3K	1.01%	16
2017 Q3	$1.27M	Buy	28,343 +2,766	+11%	+$122K	0.97%	16
2017 Q2	$1.06M	Buy	25,577 +3,073	+14%	+$125K	0.84%	18
2017 Q1	$886K	Buy	22,504 +7,703	+52%	+$293K	0.74%	18
2016 Q4	$518K	Sell	14,801 -312	-2%	-$11.3K	0.46%	40
2016 Q3	$566K	Buy	15,113 +959	+7%	+$35.1K	0.52%	36
2016 Q2	$486K	Buy	14,154 +693	+5%	+$23.3K	0.46%	40
2016 Q1	$461K	Buy	+13,461	New	+$417K	0.44%	41

Other funds holding EEM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sutton Wealth Advisors's EEM Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 62% in Q3 2023, selling an estimated $1.26M and leaving 19,555 shares worth $742K. The position accounts for 0.37% of the portfolio, ranked #50.

Sutton Wealth Advisors first reported a position in EEM in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.86M in Q2 2021. 1,277 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

Sutton Wealth Advisors held 19,555 shares of iShares MSCI Emerging Markets ETF worth $742K as of Q3 2023.
Sutton Wealth Advisors sold 31,724 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $1.26M.
iShares MSCI Emerging Markets ETF made up 0.37% of Sutton Wealth Advisors's portfolio in Q3 2023, its #50 holding.
Sutton Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.86M in Q2 2021.
1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.