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YorkBridge Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

YorkBridge Wealth Partners’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
Q2 		– Sell
-5,421
Closed -$245K – 283
2022
Q1 		$245K Buy
+5,421
New +$256K 0.05% 266

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

YorkBridge Wealth Partners's EEM Position: Q2 2022 in Review

YorkBridge Wealth Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2022, closing a stake of 5,421 shares — an estimated $245K sold.

YorkBridge Wealth Partners first reported a position in EEM in Q1 2022 and held it in 1 quarter. The position peaked at $245K in Q1 2022. 1,283 funds tracked by Wall St. Rank hold EEM as of Q2 2022.

  • YorkBridge Wealth Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 5,421 iShares MSCI Emerging Markets ETF shares in Q2 2022, an estimated $245K.
  • YorkBridge Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q1 2022 and held it in 1 quarter.
  • YorkBridge Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $245K in Q1 2022.
  • 1,283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.