American Research & Management Company’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

American Research & Management Company’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	$7K	Sell	200 -547	-73%	-$21.3K	﹤0.01%	304
2022 Q2	$30K	Buy	747 +100	+15%	+$4.2K	0.01%	225
2022 Q1	$29K	Hold	647	–	–	0.01%	234
2021 Q4	$32K	Buy	647 +100	+18%	+$5.03K	0.01%	227
2021 Q3	$28K	Buy	547 +47	+9%	+$2.45K	0.01%	237
2021 Q2	$28K	Buy	500 +300	+150%	+$16.3K	0.01%	244
2021 Q1	$11K	Hold	200	–	–	﹤0.01%	282
2020 Q4	$10K	Hold	200	–	–	﹤0.01%	291
2020 Q3	$9K	Hold	200	–	–	﹤0.01%	265
2020 Q2	$8K	Buy	+200	New	+$7.49K	﹤0.01%	276
2015 Q2	–	Sell	-150	Closed	-$6K	–	389
2015 Q1	$6K	Hold	150	–	–	﹤0.01%	317
2014 Q4	$6K	Hold	150	–	–	﹤0.01%	305
2014 Q3	$6K	Hold	150	–	–	﹤0.01%	313
2014 Q2	$6K	Hold	150	–	–	﹤0.01%	323
2014 Q1	$6K	Hold	150	–	–	﹤0.01%	324
2013 Q4	$6K	Hold	150	–	–	﹤0.01%	328
2013 Q3	$6K	Hold	150	–	–	﹤0.01%	313
2013 Q2	$6K	Buy	+150	New	+$6.22K	﹤0.01%	309

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Research & Management Company's EEM Position: Q3 2022 in Review

American Research & Management Company reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 73% in Q3 2022, selling an estimated $21.3K and leaving 200 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

American Research & Management Company first reported a position in EEM in Q2 2013 and has held it in 18 quarters since. The position peaked at $32K in Q4 2021. 1,218 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

American Research & Management Company held 200 shares of iShares MSCI Emerging Markets ETF worth $7K as of Q3 2022.
American Research & Management Company sold 547 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $21.3K.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of American Research & Management Company's portfolio in Q3 2022, its #304 holding.
American Research & Management Company first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 18 quarters since.
American Research & Management Company's iShares MSCI Emerging Markets ETF position peaked at $32K in Q4 2021.
1,218 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.