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Advanced Research Investment Solutions’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Advanced Research Investment Solutions’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
Q4 		– Sell
-115
Closed -$4K – 65
2022
Q3 		$4K Hold
115
– – ﹤0.01% 147
2022
Q2 		$5K Hold
115
– – ﹤0.01% 116
2022
Q1 		$5K Hold
115
– – ﹤0.01% 172
2021
Q4 		$5K Hold
115
– – ﹤0.01% 173
2021
Q3 		$5.79K Hold
115
– – ﹤0.01% 123
2021
Q2 		$6K Hold
115
– – 0.01% 61
2021
Q1 		$6K Hold
115
– – 0.01% 54
2020
Q4 		$6K Buy
+115
New +$5.53K 0.01% 47

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Advanced Research Investment Solutions's EEM Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2022, closing a stake of 115 shares — an estimated $4K sold.

Advanced Research Investment Solutions first reported a position in EEM in Q4 2020 and held it in 8 quarters. The position peaked at $6K in Q2 2021. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 115 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $4K.
  • Advanced Research Investment Solutions first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 8 quarters.
  • Advanced Research Investment Solutions's iShares MSCI Emerging Markets ETF position peaked at $6K in Q2 2021.
  • 1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.