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

Trifecta Capital 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 Q4	–	Sell	-39	Closed	-$1.5K	–	441
2023 Q3	$1.5K	Sell	39 -35	-47%	-$1.39K	﹤0.01%	343
2023 Q2	$2.94K	Hold	74	–	–	﹤0.01%	261
2023 Q1	$2.94K	Hold	74	–	–	﹤0.01%	263
2022 Q4	$2.82K	Buy	+74	New	+$2.73K	﹤0.01%	268

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

Trifecta Capital Advisors's EEM Position: Q4 2023 in Review

Trifecta Capital Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 39 shares — an estimated $1.5K sold.

Trifecta Capital Advisors first reported a position in EEM in Q4 2022 and held it in 4 quarters. The position peaked at $2.94K in Q2 2023. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

Trifecta Capital Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Trifecta Capital Advisors sold 39 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $1.5K.
Trifecta Capital Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and held it in 4 quarters.
Trifecta Capital Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.94K in Q2 2023.
1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Trifecta Capital Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.