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Wealthspire Advisors (Maryland)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$273K Sell
6,202
-12,898
-68% -$566K 0.01% 361
2020
Q2 		$764K Buy
19,100
+4,140
+28% +$155K 0.05% 194
2020
Q1 		$511K Sell
14,960
-8,794
-37% -$361K 0.04% 228
2019
Q4 		$1.07M Buy
23,754
+3
+0% +$129 0.07% 158
2019
Q3 		$971K Sell
23,751
-211
-0.9% -$8.71K 0.07% 153
2019
Q2 		$1.03M Sell
23,962
-1,241
-5% -$52.7K 0.08% 136
2019
Q1 		$1.08M Buy
25,203
+606
+2% +$25.5K 0.08% 128
2018
Q4 		$961K Buy
24,597
+1,679
+7% +$67.3K 0.09% 125
2018
Q3 		$984K Sell
22,918
-3,047
-12% -$132K 0.08% 141
2018
Q2 		$1.13M Sell
25,965
-1,795
-6% -$83.1K 0.1% 120
2018
Q1 		$1.34M Sell
27,760
-3,881
-12% -$190K 0.13% 105
2017
Q4 		$1.49M Buy
31,641
+1,769
+6% +$81.9K 0.15% 101
2017
Q3 		$1.34M Sell
29,872
-3,220
-10% -$142K 0.15% 103
2017
Q2 		$1.37M Sell
33,092
-3,340
-9% -$136K 0.16% 97
2017
Q1 		$1.44M Sell
36,432
-61
-0.2% -$2.32K 0.2% 77
2016
Q4 		$1.28M Buy
36,493
+801
+2% +$28.9K 0.19% 82
2016
Q3 		$1.34M Sell
35,692
-1,662
-4% -$60.8K 0.21% 77
2016
Q2 		$1.28M Buy
37,354
+3,528
+10% +$118K 0.21% 77
2016
Q1 		$1.16M Sell
33,826
-7,739
-19% -$240K 0.2% 78
2015
Q4 		$1.34M Buy
+41,565
New +$1.43M 0.25% 69

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EEM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 68% in Q3 2020, selling an estimated $566K and leaving 6,202 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #361.

Wealthspire Advisors (Maryland) first reported a position in EEM in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.49M in Q4 2017. 1,146 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,202 shares of iShares MSCI Emerging Markets ETF worth $273K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 12,898 iShares MSCI Emerging Markets ETF shares in Q3 2020, an estimated $566K.
  • iShares MSCI Emerging Markets ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #361 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares MSCI Emerging Markets ETF position peaked at $1.49M in Q4 2017.
  • 1,146 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.