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

TruWealth 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
2022 Q1	–	Sell	-19,063	Closed	-$931K	–	126
2021 Q4	$931K	Buy	19,063 +1,047	+6%	+$52.7K	0.09%	63
2021 Q3	$908K	Buy	+18,016	New	+$938K	0.1%	64

Other funds holding EEM

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

TruWealth Advisors's EEM Position: Q1 2022 in Review

TruWealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2022, closing a stake of 19,063 shares — an estimated $931K sold.

TruWealth Advisors first reported a position in EEM in Q3 2021 and held it in 2 quarters. The position peaked at $931K in Q4 2021. 1,306 funds tracked by Wall St. Rank hold EEM as of Q1 2022.

TruWealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
TruWealth Advisors sold 19,063 iShares MSCI Emerging Markets ETF shares in Q1 2022, an estimated $931K.
TruWealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2021 and held it in 2 quarters.
TruWealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $931K in Q4 2021.
1,306 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2022.

Based on TruWealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.