Tilia Fiduciary Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Tilia Fiduciary 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 Q3	–	Sell	-2,305	Closed	-$91.2K	–	206
2023 Q2	$91.2K	Sell	2,305 -246	-10%	-$9.67K	0.08%	142
2023 Q1	$101K	Hold	2,551	–	–	0.1%	135
2022 Q4	$96.7K	Buy	2,551 +7	+0.3%	+$258	0.09%	143
2022 Q3	$88K	Sell	2,544 -56	-2%	-$2.19K	0.09%	146
2022 Q2	$101K	Sell	2,600 -183	-7%	-$7.68K	0.1%	138
2022 Q1	$126K	Hold	2,783	–	–	0.11%	131
2021 Q4	$136K	Buy	+2,783	New	+$140K	0.11%	132

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

Tilia Fiduciary Partners's EEM Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2023, closing a stake of 2,305 shares — an estimated $91.2K sold.

Tilia Fiduciary Partners first reported a position in EEM in Q4 2021 and held it in 7 quarters. The position peaked at $136K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 2,305 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $91.2K.
Tilia Fiduciary Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares MSCI Emerging Markets ETF position peaked at $136K in Q4 2021.
1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.