TFO Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-2,026	Closed	-$80.1K	–	973
2023 Q3	$80.1K	Buy	+2,026	New	+$80.2K	0.02%	68
2021 Q3	–	Sell	-500	Closed	-$28K	–	154
2021 Q2	$28K	Buy	+500	New	+$27.2K	0.01%	48

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

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

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

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

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

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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

TFO Wealth Partners's EEM Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 2,026 shares — an estimated $80.1K sold.

TFO Wealth Partners first reported a position in EEM in Q2 2021 and held it in 2 quarters. The position peaked at $80.1K in Q3 2023. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

TFO Wealth Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 2,026 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $80.1K.
TFO Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2021 and held it in 2 quarters.
TFO Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $80.1K in Q3 2023.
1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.