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

V Wealth 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 Q3	–	Sell	-5,472	Closed	-$216K	–	179
2023 Q2	$216K	Sell	5,472 -4,333	-44%	-$170K	0.04%	351
2023 Q1	$387K	Buy	+9,805	New	+$390K	0.07%	239
2022 Q1	–	Sell	-5,456	Closed	-$267K	–	444
2021 Q4	$267K	Sell	5,456 -845	-13%	-$42.5K	0.04%	374
2021 Q3	$318K	Sell	6,301 -4,025	-39%	-$210K	0.05%	350
2021 Q2	$571K	Buy	10,326 +6,071	+143%	+$330K	0.09%	245
2021 Q1	$227K	Buy	4,255 +375	+10%	+$20.5K	0.04%	385
2020 Q4	$201K	Buy	+3,880	New	+$187K	0.04%	367
2020 Q2	–	Sell	-11,353	Closed	-$387K	–	353
2020 Q1	$387K	Buy	11,353 +3,984	+54%	+$163K	0.12%	183
2019 Q4	$301K	Hold	7,369	–	–	0.11%	200
2019 Q3	$301K	Sell	7,369 -1,653	-18%	-$68.2K	0.11%	199
2019 Q2	$384K	Sell	9,022 -4,568	-34%	-$194K	0.15%	162
2019 Q1	$594K	Buy	13,590 +7,861	+137%	+$331K	0.24%	104
2018 Q4	$229K	Sell	5,729 -167	-3%	-$6.69K	0.12%	187
2018 Q3	$251K	Sell	5,896 -2,434	-29%	-$105K	0.12%	188
2018 Q2	$366K	Buy	8,330 +770	+10%	+$35.6K	0.2%	122
2018 Q1	$359K	Buy	7,560 +2,821	+60%	+$138K	0.19%	129
2017 Q4	$234K	Buy	+4,739	New	+$219K	0.12%	172
2017 Q3	–	Sell	-3,024	Closed	-$125K	–	340
2017 Q2	$125K	Sell	3,024 -5,308	-64%	-$216K	0.06%	220
2017 Q1	$328K	Buy	+8,332	New	+$316K	0.2%	127

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

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

V Wealth Advisors's EEM Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2023, closing a stake of 5,472 shares — an estimated $216K sold.

V Wealth Advisors first reported a position in EEM in Q1 2017 and held it in 19 quarters. The position peaked at $594K in Q1 2019. 1,276 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

V Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 5,472 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $216K.
V Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2017 and held it in 19 quarters.
V Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $594K in Q1 2019.
1,276 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.