WealthPLAN Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

WealthPLAN Partners’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	-437	Closed	-$17.3K	–	523
2023 Q2	$17.3K	Sell	437 -87	-17%	-$3.42K	﹤0.01%	707
2023 Q1	$20.7K	Buy	+524	New	+$20.8K	﹤0.01%	722
2020 Q1	–	Sell	-15,951	Closed	-$714K	–	263
2019 Q4	$714K	Sell	15,951 -25,038	-61%	-$1.07M	0.08%	134
2019 Q3	$1.75M	Sell	40,989 -5,763	-12%	-$238K	0.24%	85
2019 Q2	$1.86M	Sell	46,752 -38,095	-45%	-$1.62M	0.28%	81
2019 Q1	$3.5M	Sell	84,847 -3,009	-3%	-$127K	0.55%	53
2018 Q4	$3.7M	Buy	87,856 +25,209	+40%	+$1.01M	0.59%	51
2018 Q3	$2.47M	Buy	62,647 +13,869	+28%	+$599K	0.45%	64
2018 Q2	$2.11M	Buy	48,778 +2,114	+5%	+$97.9K	0.43%	67
2018 Q1	$2.25M	Buy	46,664 +22,250	+91%	+$1.09M	0.49%	56
2017 Q4	$1.15M	Buy	24,414 +939	+4%	+$43.5K	0.31%	82
2017 Q3	$1.05M	Sell	23,475 -28,225	-55%	-$1.24M	0.3%	72
2017 Q2	$2.14M	Buy	51,700 +50,037	+3,009%	+$2.04M	0.61%	46
2017 Q1	$65.7K	Buy	+1,663	New	+$63.2K	0.23%	84
2016 Q3	$1.88M	Sell	50,417 -60,311	-54%	-$2.2M	0.61%	33
2016 Q2	$1.65M	Buy	+110,728	New	+$3.72M	0.21%	83
2015 Q4	$1.62M	Buy	+180,418	New	+$6.19M	0.26%	71
2015 Q2	$12K	Hold	295	–	–	0.01%	299
2015 Q1	$12K	Buy	+295	New	+$11.7K	0.01%	363

Other funds holding EEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WealthPLAN Partners's EEM Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2023, closing a stake of 437 shares — an estimated $17.3K sold.

WealthPLAN Partners first reported a position in EEM in Q1 2015 and held it in 19 quarters. The position peaked at $3.7M in Q4 2018. 1,277 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

WealthPLAN Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 437 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $17.3K.
WealthPLAN Partners first reported a position in iShares MSCI Emerging Markets ETF in Q1 2015 and held it in 19 quarters.
WealthPLAN Partners's iShares MSCI Emerging Markets ETF position peaked at $3.7M in Q4 2018.
1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.