Wagner Wealth Management (South Carolina)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Wagner Wealth Management (South Carolina)’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	-266	Closed	-$10.5K	–	214
2023 Q2	$10.5K	Buy	+266	New	+$10.5K	﹤0.01%	177
2021 Q3	–	Sell	-210	Closed	-$12K	–	663
2021 Q2	$12K	Buy	210 +125	+147%	+$6.79K	0.01%	473
2021 Q1	$5K	Buy	85 +35	+70%	+$1.92K	﹤0.01%	538
2020 Q4	$3K	Buy	+50	New	+$2.4K	﹤0.01%	201
2018 Q3	$5K	Sell	121 -587	-83%	-$25.3K	﹤0.01%	485
2018 Q2	$31K	Hold	708	–	–	0.02%	273
2018 Q1	$34K	Hold	708	–	–	0.03%	245
2017 Q4	$35K	Buy	+708	New	+$32.8K	0.03%	244

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

Wagner Wealth Management (South Carolina)'s EEM Position: Q3 2023 in Review

Wagner Wealth Management (South Carolina) sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2023, closing a stake of 266 shares — an estimated $10.5K sold.

Wagner Wealth Management (South Carolina) first reported a position in EEM in Q4 2017 and held it in 8 quarters. The position peaked at $35K in Q4 2017. 1,276 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

Wagner Wealth Management (South Carolina) reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 266 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $10.5K.
Wagner Wealth Management (South Carolina) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s iShares MSCI Emerging Markets ETF position peaked at $35K in Q4 2017.
1,276 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2023, filed 18 Oct 2023.