AFM
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Abbot Financial Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Abbot Financial Management’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
Q1 		– Sell
-4,300
Closed -$210K – 134
2021
Q4 		$210K Hold
4,300
– – 0.09% 130
2021
Q3 		$217K Buy
4,300
+100
+2% +$5.21K 0.1% 129
2021
Q2 		$232K Hold
4,200
– – 0.1% 125
2021
Q1 		$224K Hold
4,200
– – 0.1% 121
2020
Q4 		$217K Buy
+4,200
New +$202K 0.13% 119
2020
Q1 		– Sell
-5,200
Closed -$233K – 125
2019
Q4 		$233K Sell
5,200
-100
-2% -$4.29K 0.15% 116
2019
Q3 		$217K Hold
5,300
– – 0.15% 112
2019
Q2 		$227K Buy
5,300
+200
+4% +$8.49K 0.16% 111
2019
Q1 		$219K Buy
+5,100
New +$215K 0.17% 99

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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