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WA
WFG Advisors’s
iShares MSCI Emerging Markets ETF
EEM
Stock Holding History
WFG 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
2017
Q2
$357K
Buy
8,622
+1,855
+27%
+$75.5K
0.08%
256
2017
Q1
$267K
Sell
6,767
-117
-2%
-$4.44K
0.07%
276
2016
Q4
$241K
Sell
6,884
-1,500
-18%
-$54.1K
0.06%
331
2016
Q3
$314K
Sell
8,384
-175
-2%
-$6.4K
0.08%
259
2016
Q2
$294K
Buy
8,559
+4,276
+100%
+$144K
0.08%
248
2016
Q1
$147K
Buy
4,283
+964
+29%
+$29.9K
0.04%
389
2015
Q4
$107K
Sell
3,319
-114
-3%
-$3.91K
0.03%
453
2015
Q3
$113K
Sell
3,433
-9
-0.3%
-$318
0.04%
432
2015
Q2
$136K
Buy
3,442
+368
+12%
+$15.4K
0.04%
452
2015
Q1
$123K
Sell
3,074
-2,876
-48%
-$114K
0.03%
468
2014
Q4
$234K
Sell
5,950
-776
-12%
-$31.5K
0.05%
381
2014
Q3
$280K
Buy
6,726
+986
+17%
+$43.6K
0.05%
367
2014
Q2
$248K
Sell
5,740
-48
-0.8%
-$2.04K
0.05%
405
2014
Q1
$237K
Sell
5,788
-4,554
-44%
-$179K
0.05%
396
2013
Q4
$432K
Sell
10,342
-3,579
-26%
-$150K
0.06%
336
2013
Q3
$567K
Buy
13,921
+1,328
+11%
+$52.6K
0.09%
259
2013
Q2
$485K
Buy
+12,593
New
+$523K
0.08%
267
Other funds holding EEM
BA
Bridgewater Associates
Westport, Connecticut
$22.4B AUM
34.48%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board
Toronto, Ontario, Canada
$3.43B AUM
7.79%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Retirement Systems of Alabama
Montgomery, Alabama
$30B AUM
26.86%
1-Year Est. Return
LNC
Lincoln National Corp
Radnor, Pennsylvania
$3.45B AUM
12.55%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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