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Tevis Investment Management’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Tevis Investment 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
Q4 		– Sell
-1,472
Closed -$84K – 107
2022
Q3 		$84K Sell
1,472
-1,466
-50% -$95.8K 0.08% 146
2022
Q2 		$200K Buy
2,938
+56
+2% +$3.89K 0.19% 84
2022
Q1 		$213K Buy
2,882
+237
+9% +$18.5K 0.19% 86
2021
Q4 		$217K Buy
+2,645
New +$224K 0.19% 98

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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Tevis Investment Management's EEMA Position: Q4 2022 in Review

Tevis Investment Management sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q4 2022, closing a stake of 1,472 shares — an estimated $84K sold.

Tevis Investment Management first reported a position in EEMA in Q4 2021 and held it in 4 quarters. The position peaked at $217K in Q4 2021. 95 funds tracked by Wall St. Rank hold EEMA as of Q4 2022.

  • Tevis Investment Management reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 1,472 iShares MSCI Emerging Markets Asia ETF shares in Q4 2022, an estimated $84K.
  • Tevis Investment Management first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's iShares MSCI Emerging Markets Asia ETF position peaked at $217K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.