Websterrogers Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Websterrogers Financial 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
2022 Q1	–	Sell	-4,300	Closed	-$210K	–	70
2021 Q4	$210K	Sell	4,300 -327	-7%	-$16.5K	0.05%	63
2021 Q3	$233K	Hold	4,627	–	–	0.05%	55
2021 Q2	$244K	Hold	4,627	–	–	0.06%	57
2021 Q1	$247K	Sell	4,627 -600	-11%	-$32.9K	0.07%	47
2020 Q4	$289K	Buy	+5,227	New	+$251K	0.08%	40

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

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Websterrogers Financial Advisors's EEM Position: Q1 2022 in Review

Websterrogers Financial Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2022, closing a stake of 4,300 shares — an estimated $210K sold.

Websterrogers Financial Advisors first reported a position in EEM in Q4 2020 and held it in 5 quarters. The position peaked at $289K in Q4 2020. 1,305 funds tracked by Wall St. Rank hold EEM as of Q1 2022.

Websterrogers Financial Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Websterrogers Financial Advisors sold 4,300 iShares MSCI Emerging Markets ETF shares in Q1 2022, an estimated $210K.
Websterrogers Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
Websterrogers Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $289K in Q4 2020.
1,305 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.