WP
EEMA icon

WealthShield Partners’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-435
Closed -$40K – 361
2021
Q2 		$40K Hold
435
– – 0.01% 520
2021
Q1 		$39K Buy
+435
New +$40.7K 0.01% 506

Other funds holding EEMA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WealthShield Partners's EEMA Position: Q3 2021 in Review

WealthShield Partners sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q3 2021, closing a stake of 435 shares — an estimated $40K sold.

WealthShield Partners first reported a position in EEMA in Q1 2021 and held it in 2 quarters. The position peaked at $40K in Q2 2021. 112 funds tracked by Wall St. Rank hold EEMA as of Q3 2021.

  • WealthShield Partners reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 435 iShares MSCI Emerging Markets Asia ETF shares in Q3 2021, an estimated $40K.
  • WealthShield Partners first reported a position in iShares MSCI Emerging Markets Asia ETF in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's iShares MSCI Emerging Markets Asia ETF position peaked at $40K in Q2 2021.
  • 112 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.