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

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

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthstreet Investment Advisors's EEM Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2021, closing a stake of 49,893 shares — an estimated $2.66M sold.

Wealthstreet Investment Advisors first reported a position in EEM in Q4 2017 and held it in 14 quarters. The position peaked at $3.27M in Q1 2018. 1,333 funds tracked by Wall St. Rank hold EEM as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 49,893 iShares MSCI Emerging Markets ETF shares in Q2 2021, an estimated $2.66M.
Wealthstreet Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $3.27M in Q1 2018.
1,333 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.