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

Wipfli Financial 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
2022 Q3	$1.58M	Buy	45,368 +39,754	+708%	+$1.55M	0.11%	81
2022 Q2	$225K	Sell	5,614 -7,728	-58%	-$324K	0.02%	83
2022 Q1	$602K	Buy	13,342 +20	+0.2%	+$944	0.06%	54
2021 Q4	$651K	Sell	13,322 -102	-0.8%	-$5.13K	0.07%	28
2021 Q3	$676K	Hold	13,424	–	–	0.09%	24
2021 Q2	$740K	Hold	13,424	–	–	0.1%	23
2021 Q1	$716K	Buy	13,424 +225	+2%	+$12.3K	0.39%	15
2020 Q4	$682K	Buy	+13,199	New	+$635K	0.41%	15

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

Wipfli Financial Advisors's EEM Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 708% in Q3 2022, buying an estimated $1.55M and bringing the position to 45,368 shares worth $1.58M. The position accounts for 0.11% of the portfolio, ranked #81.

Wipfli Financial Advisors first reported a position in EEM in Q4 2020 and has held it in 8 quarters since. 1,217 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

Wipfli Financial Advisors held 45,368 shares of iShares MSCI Emerging Markets ETF worth $1.58M as of Q3 2022.
Wipfli Financial Advisors bought 39,754 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $1.55M.
iShares MSCI Emerging Markets ETF made up 0.11% of Wipfli Financial Advisors's portfolio in Q3 2022, its #81 holding.
Wipfli Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 8 quarters since.
1,217 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.