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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 $24.4B AUM 40.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WFG Advisors's EEM Position: Q2 2017 in Review

WFG Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 27% in Q2 2017, buying an estimated $75.5K and bringing the position to 8,622 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #256.

WFG Advisors first reported a position in EEM in Q2 2013 and has held it in 17 quarters since. The position peaked at $567K in Q3 2013. 936 funds tracked by Wall St. Rank hold EEM as of Q2 2017.

  • WFG Advisors held 8,622 shares of iShares MSCI Emerging Markets ETF worth $357K as of Q2 2017.
  • WFG Advisors bought 1,855 iShares MSCI Emerging Markets ETF shares in Q2 2017, an estimated $75.5K.
  • iShares MSCI Emerging Markets ETF made up 0.08% of WFG Advisors's portfolio in Q2 2017, its #256 holding.
  • WFG Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares MSCI Emerging Markets ETF position peaked at $567K in Q3 2013.
  • 936 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.