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Walled Lake Planning & Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q3 		– Sell
-482
Closed -$27K – 331
2021
Q2 		$27K Buy
482
+2
+0.4% +$109 0.02% 189
2021
Q1 		$26K Buy
+480
New +$26.3K 0.02% 178

Other funds holding EEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EEM Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2021, closing a stake of 482 shares — an estimated $27K sold.

Walled Lake Planning & Wealth Management first reported a position in EEM in Q1 2021 and held it in 2 quarters. The position peaked at $27K in Q2 2021. 1,278 funds tracked by Wall St. Rank hold EEM as of Q3 2021.

  • Walled Lake Planning & Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 482 iShares MSCI Emerging Markets ETF shares in Q3 2021, an estimated $27K.
  • Walled Lake Planning & Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $27K in Q2 2021.
  • 1,278 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.