Torch Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Torch Wealth Management’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
2019 Q4	$216K	Buy	+4,820	New	+$207K	0.12%	108
2016 Q1	–	Sell	-30,427	Closed	-$979K	–	100
2015 Q4	$979K	Sell	30,427 -20,732	-41%	-$711K	0.72%	52
2015 Q3	$1.68M	Sell	51,159 -26,592	-34%	-$939K	1.29%	30
2015 Q2	$3.08M	Buy	77,751 +6,331	+9%	+$265K	2.13%	7
2015 Q1	$2.87M	Buy	71,420 +189	+0.3%	+$7.52K	2.22%	7
2014 Q4	$2.8M	Buy	71,231 +3,336	+5%	+$136K	2.15%	8
2014 Q3	$2.82M	Buy	67,895 +419	+0.6%	+$18.5K	2.07%	9
2014 Q2	$2.92M	Buy	67,476 +175	+0.3%	+$7.43K	1.98%	9
2014 Q1	$2.76M	Sell	67,301 -10,535	-14%	-$413K	2%	9
2013 Q4	$3.25M	Buy	+77,836	New	+$3.26M	2.48%	7

Other funds holding EEM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

SLAM

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Torch Wealth Management's EEM Position: Q4 2019 in Review

Torch Wealth Management opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q4 2019: 4,820 shares worth $216K. The stake represents 0.12% of the portfolio and ranks #108 among its holdings. This is a return to the name: Torch Wealth Management previously reported a position in EEM as recently as Q4 2015.

Torch Wealth Management first reported a position in EEM in Q4 2013 and has held it in 10 quarters since. The position peaked at $3.25M in Q4 2013. 1,323 funds tracked by Wall St. Rank hold EEM as of Q4 2019.

Torch Wealth Management held 4,820 shares of iShares MSCI Emerging Markets ETF worth $216K as of Q4 2019.
iShares MSCI Emerging Markets ETF was a new Torch Wealth Management position in Q4 2019.
iShares MSCI Emerging Markets ETF made up 0.12% of Torch Wealth Management's portfolio in Q4 2019, its #108 holding.
Torch Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2013 and has held it in 10 quarters since.
Torch Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $3.25M in Q4 2013.
1,323 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.