Tru Independence Asset Management 2’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Tru Independence Asset Management 2’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 Q1	$2.68M	Buy	+67,887	New	+$2.7M	2.69%	17
2021 Q3	–	Sell	-56,941	Closed	-$3.14M	–	111
2021 Q2	$3.14M	Sell	56,941 -23,920	-30%	-$1.3M	2.14%	17
2021 Q1	$4.31M	Buy	80,861 +33,052	+69%	+$1.81M	3.41%	7
2020 Q4	$2.47M	Buy	+47,809	New	+$2.3M	2.08%	14

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tru Independence Asset Management 2's EEM Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q1 2023: 67,887 shares worth $2.68M. The stake represents 2.69% of the portfolio and ranks #17 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in EEM as recently as Q2 2021.

Tru Independence Asset Management 2 first reported a position in EEM in Q4 2020 and has held it in 4 quarters since. The position peaked at $4.31M in Q1 2021. 1,316 funds tracked by Wall St. Rank hold EEM as of Q1 2023.

Tru Independence Asset Management 2 held 67,887 shares of iShares MSCI Emerging Markets ETF worth $2.68M as of Q1 2023.
iShares MSCI Emerging Markets ETF was a new Tru Independence Asset Management 2 position in Q1 2023.
iShares MSCI Emerging Markets ETF made up 2.69% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #17 holding.
Tru Independence Asset Management 2 first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 4 quarters since.
Tru Independence Asset Management 2's iShares MSCI Emerging Markets ETF position peaked at $4.31M in Q1 2021.
1,316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.