WhitTier Trust Company’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

WhitTier Trust Company’s Portfolio EEMA Stock Details EEMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-149	Closed	-$10K	–	969
2020 Q2	$10K	Buy	+149	New	+$9.3K	﹤0.01%	787
2020 Q1	–	Sell	-149	Closed	-$11K	–	991
2019 Q4	$11K	Hold	149	–	–	﹤0.01%	819
2019 Q3	$9K	Hold	149	–	–	﹤0.01%	829
2019 Q2	$10K	Hold	149	–	–	﹤0.01%	818
2019 Q1	$10K	Hold	149	–	–	﹤0.01%	824
2018 Q4	$9K	Hold	149	–	–	﹤0.01%	852
2018 Q3	$10K	Hold	149	–	–	﹤0.01%	817
2018 Q2	$10K	Hold	149	–	–	﹤0.01%	814
2018 Q1	$11K	Hold	149	–	–	﹤0.01%	824
2017 Q4	$11K	Hold	149	–	–	﹤0.01%	785
2017 Q3	$10K	Hold	149	–	–	﹤0.01%	786
2017 Q2	$10K	Hold	149	–	–	﹤0.01%	760
2017 Q1	$9K	Hold	149	–	–	﹤0.01%	774
2016 Q4	$8K	Buy	+149	New	+$8.15K	﹤0.01%	793

Other funds holding EEMA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WhitTier Trust Company's EEMA Position: Q3 2020 in Review

WhitTier Trust Company sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q3 2020, closing a stake of 149 shares — an estimated $10K sold.

WhitTier Trust Company first reported a position in EEMA in Q4 2016 and held it in 14 quarters. The position peaked at $11K in Q4 2019. 67 funds tracked by Wall St. Rank hold EEMA as of Q3 2020.

WhitTier Trust Company reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q3 2020 after selling out during the quarter.
WhitTier Trust Company sold 149 iShares MSCI Emerging Markets Asia ETF shares in Q3 2020, an estimated $10K.
WhitTier Trust Company first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2016 and held it in 14 quarters.
WhitTier Trust Company's iShares MSCI Emerging Markets Asia ETF position peaked at $11K in Q4 2019.
67 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q3 2020.

Based on WhitTier Trust Company's 13F filing for Q3 2020, filed 30 Oct 2020.