Western Pacific Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Western Pacific Wealth Management’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 Q3	–	Sell	-1,700	Closed	-$68K	–	236
2022 Q2	$68K	Sell	1,700 -1,800	-51%	-$75.5K	0.07%	60
2022 Q1	$158K	Sell	3,500 -43	-1%	-$2.03K	0.12%	42
2021 Q4	$173K	Buy	+3,543	New	+$178K	0.11%	45

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Western Pacific Wealth Management's EEM Position: Q3 2022 in Review

Western Pacific Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2022, closing a stake of 1,700 shares — an estimated $68K sold.

Western Pacific Wealth Management first reported a position in EEM in Q4 2021 and held it in 3 quarters. The position peaked at $173K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

Western Pacific Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Western Pacific Wealth Management sold 1,700 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $68K.
Western Pacific Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 3 quarters.
Western Pacific Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $173K in Q4 2021.
1,217 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Western Pacific Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.