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WIA
Wealthstreet Investment Advisors’s
iShares MSCI Emerging Markets ETF
EEM
Stock Holding History
Wealthstreet Investment Advisors’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
Q2
–
Sell
-49,893
Closed
-$2.66M
–
155
2021
Q1
$2.66M
Buy
49,893
+500
+1%
+$27.4K
0.26%
91
2020
Q4
$2.55M
Buy
49,393
+14,580
+42%
+$701K
0.26%
88
2020
Q3
$1.53M
Buy
34,813
+150
+0.4%
+$6.58K
0.17%
121
2020
Q2
$1.39M
Hold
34,663
–
–
0.17%
122
2020
Q1
$1.18M
Sell
34,663
-235
-0.7%
-$9.64K
0.17%
116
2019
Q4
$1.57M
Hold
34,898
–
–
0.18%
117
2019
Q3
$1.49M
Sell
34,898
-1,000
-3%
-$41.3K
0.19%
111
2019
Q2
$1.54M
Sell
35,898
-50
-0.1%
-$2.12K
0.2%
111
2019
Q1
$1.54M
Buy
35,948
+10,650
+42%
+$448K
0.2%
109
2018
Q4
$1.06M
Sell
25,298
-16,577
-40%
-$664K
0.15%
132
2018
Q3
$1.8M
Sell
41,875
-13,206
-24%
-$570K
0.22%
101
2018
Q2
$2.39M
Sell
55,081
-12,552
-19%
-$581K
0.32%
79
2018
Q1
$3.27M
Buy
67,633
+753
+1%
+$36.9K
0.41%
61
2017
Q4
$3.15M
Buy
+66,880
New
+$3.09M
0.38%
67
Other funds holding EEM
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Retirement Systems of Alabama
Montgomery, Alabama
$30B AUM
26.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
SLAM
Swiss Life Asset Management
Zurich
$20.4B AUM
28.71%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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