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

Tiedemann 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 		$633K Hold
16,686
– – 0.03% 150
2023
Q2 		$660K Buy
16,686
+89
+0.5% +$3.5K 0.03% 141
2023
Q1 		$655K Sell
16,597
-4,653
-22% -$185K 0.03% 137
2022
Q4 		$805K Buy
21,250
+4,487
+27% +$166K 0.04% 132
2022
Q3 		$584K Sell
16,763
-1,133
-6% -$44.2K 0.04% 144
2022
Q2 		$719K Sell
17,896
-70,931
-80% -$2.98M 0.05% 132
2022
Q1 		$4.01M Buy
88,827
+83,069
+1,443% +$3.92M 0.2% 61
2021
Q4 		$283K Sell
5,758
-25
-0.4% -$1.26K 0.01% 241
2021
Q3 		$291K Sell
5,783
-16
-0.3% -$833 0.02% 242
2021
Q2 		$320K Sell
5,799
-18
-0.3% -$978 0.01% 283
2021
Q1 		$310K Buy
+5,817
New +$318K 0.01% 267
2020
Q2 		– Sell
-57,456
Closed -$1.96M – 297
2020
Q1 		$1.96M Buy
57,456
+34,522
+151% +$1.42M 0.13% 103
2019
Q4 		$1.03M Sell
22,934
-981
-4% -$42.1K 0.05% 161
2019
Q3 		$977K Sell
23,915
-16,732
-41% -$691K 0.05% 174
2019
Q2 		$1.75M Sell
40,647
-19,147
-32% -$813K 0.09% 117
2019
Q1 		$2.57M Sell
59,794
-164,944
-73% -$6.94M 0.12% 113
2018
Q4 		$8.78M Buy
224,738
+184,097
+453% +$7.37M 0.45% 46
2018
Q3 		$1.75M Buy
40,641
+4,075
+11% +$176K 0.1% 122
2018
Q2 		$1.58M Sell
36,566
-7,443
-17% -$345K 0.1% 123
2018
Q1 		$2.13M Buy
44,009
+21,202
+93% +$1.04M 0.15% 89
2017
Q4 		$1.08M Buy
22,807
+12,126
+114% +$561K 0.08% 115
2017
Q3 		$479K Sell
10,681
-4,679
-30% -$206K 0.04% 220
2017
Q2 		$636K Buy
+15,360
New +$625K 0.05% 282

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Tiedemann Advisors's EEM Position: Q3 2023 in Review

Tiedemann Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2023 at 16,686 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #150.

Tiedemann Advisors first reported a position in EEM in Q2 2017 and has held it in 23 quarters since. The position peaked at $8.78M in Q4 2018. 1,276 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

  • Tiedemann Advisors held 16,686 shares of iShares MSCI Emerging Markets ETF worth $633K as of Q3 2023.
  • Tiedemann Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2023.
  • iShares MSCI Emerging Markets ETF made up 0.03% of Tiedemann Advisors's portfolio in Q3 2023, its #150 holding.
  • Tiedemann Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2017 and has held it in 23 quarters since.
  • Tiedemann Advisors's iShares MSCI Emerging Markets ETF position peaked at $8.78M in Q4 2018.
  • 1,276 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.