Upper Left Wealth Management’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Upper Left Wealth Management’s Portfolio EEMA Stock Details EEMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,722	Closed	-$378K	–	60
2023 Q4	$378K	Sell	5,722 -175	-3%	-$11.2K	0.37%	49
2023 Q3	$371K	Buy	5,897 +460	+8%	+$30.3K	0.39%	47
2023 Q2	$357K	Buy	5,437 +804	+17%	+$52.8K	0.4%	45
2023 Q1	$308K	Sell	4,633 -1,102	-19%	-$73.8K	0.35%	48
2022 Q4	$363K	Buy	+5,735	New	+$347K	0.43%	45
2022 Q3	–	Sell	-2,984	Closed	-$203K	–	50
2022 Q2	$203K	Buy	+2,984	New	+$207K	0.24%	50

Other funds holding EEMA

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Upper Left Wealth Management's EEMA Position: Q1 2024 in Review

Upper Left Wealth Management sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q1 2024, closing a stake of 5,722 shares — an estimated $378K sold.

Upper Left Wealth Management first reported a position in EEMA in Q2 2022 and held it in 6 quarters. The position peaked at $378K in Q4 2023. 99 funds tracked by Wall St. Rank hold EEMA as of Q1 2024.

Upper Left Wealth Management reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q1 2024 after selling out during the quarter.
Upper Left Wealth Management sold 5,722 iShares MSCI Emerging Markets Asia ETF shares in Q1 2024, an estimated $378K.
Upper Left Wealth Management first reported a position in iShares MSCI Emerging Markets Asia ETF in Q2 2022 and held it in 6 quarters.
Upper Left Wealth Management's iShares MSCI Emerging Markets Asia ETF position peaked at $378K in Q4 2023.
99 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q1 2024.

Based on Upper Left Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.