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

WESPAC 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 Q1	–	Sell	-9,686	Closed	-$500K	–	168
2020 Q4	$500K	Buy	9,686 +924	+11%	+$44.4K	0.39%	81
2020 Q3	$386K	Buy	+8,762	New	+$384K	0.48%	70
2013 Q3	–	Sell	-9,282	Closed	-$357K	–	117
2013 Q2	$357K	Buy	+9,282	New	+$385K	0.54%	71

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

WESPAC Advisors's EEM Position: Q1 2021 in Review

WESPAC Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2021, closing a stake of 9,686 shares — an estimated $500K sold.

WESPAC Advisors first reported a position in EEM in Q2 2013 and held it in 3 quarters. The position peaked at $500K in Q4 2020. 1,355 funds tracked by Wall St. Rank hold EEM as of Q1 2021.

WESPAC Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
WESPAC Advisors sold 9,686 iShares MSCI Emerging Markets ETF shares in Q1 2021, an estimated $500K.
WESPAC Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 3 quarters.
WESPAC Advisors's iShares MSCI Emerging Markets ETF position peaked at $500K in Q4 2020.
1,355 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2021.

Based on WESPAC Advisors's 13F filing for Q1 2021, filed 10 May 2021.