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

Transform Wealth’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
2021 Q4	–	Sell	-7,036	Closed	-$354K	–	222
2021 Q3	$354K	Buy	+7,036	New	+$366K	0.04%	182
2018 Q3	–	Sell	-23,917	Closed	-$1.04M	–	201
2018 Q2	$1.04M	Sell	23,917 -8,510	-26%	-$394K	0.19%	132
2018 Q1	$1.57M	Sell	32,427 -213	-0.7%	-$10.4K	0.3%	110
2017 Q4	$1.54M	Hold	32,640	–	–	0.28%	117
2017 Q3	$1.46M	Hold	32,640	–	–	0.51%	64
2017 Q2	$1.35M	Sell	32,640 -1,250	-4%	-$50.9K	1.52%	23
2017 Q1	$1.33M	Sell	33,890 -7,260	-18%	-$276K	0.5%	61
2016 Q4	$1.44M	Buy	41,150 +100	+0.2%	+$3.61K	0.57%	49
2016 Q3	$1.54M	Sell	41,050 -100	-0.2%	-$3.66K	0.66%	40
2016 Q2	$1.41M	Buy	+41,150	New	+$1.38M	0.59%	55

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

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

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

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

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

SLAM

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Transform Wealth's EEM Position: Q4 2021 in Review

Transform Wealth sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 7,036 shares — an estimated $354K sold.

Transform Wealth first reported a position in EEM in Q2 2016 and held it in 10 quarters. The position peaked at $1.57M in Q1 2018. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

Transform Wealth reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Transform Wealth sold 7,036 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $354K.
Transform Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q2 2016 and held it in 10 quarters.
Transform Wealth's iShares MSCI Emerging Markets ETF position peaked at $1.57M in Q1 2018.
1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Transform Wealth's 13F filing for Q4 2021, filed 26 Jan 2022.