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

Wellspring 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
2021 Q2	–	Sell	-10,307	Closed	-$353K	–	101
2021 Q1	$353K	Buy	+10,307	New	+$564K	0.17%	57
2020 Q4	–	Sell	-8,774	Closed	-$388K	–	93
2020 Q3	$388K	Hold	8,774	–	–	0.15%	56
2020 Q2	$352K	Sell	8,774 -1,533	-15%	-$57.4K	0.15%	59
2020 Q1	$353K	Buy	+10,307	New	+$423K	0.17%	57

Other funds holding EEM

BlackRock New York $5.72T 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 $666B 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 $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 New York $871B 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

Wellspring Financial Advisors's EEM Position: Q2 2021 in Review

Wellspring Financial Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2021, closing a stake of 10,307 shares — an estimated $353K sold.

Wellspring Financial Advisors first reported a position in EEM in Q1 2020 and held it in 4 quarters. The position peaked at $388K in Q3 2020. 1,332 funds tracked by Wall St. Rank hold EEM as of Q2 2021.

Wellspring Financial Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Wellspring Financial Advisors sold 10,307 iShares MSCI Emerging Markets ETF shares in Q2 2021, an estimated $353K.
Wellspring Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and held it in 4 quarters.
Wellspring Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $388K in Q3 2020.
1,332 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2021.

Based on Wellspring Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.