Aspen Investment Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Aspen Investment 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
2020 Q1	–	Sell	-5,375	Closed	-$241K	–	112
2019 Q4	$241K	Hold	5,375	–	–	0.15%	121
2019 Q3	$220K	Sell	5,375 -800	-13%	-$33K	0.15%	124
2019 Q2	$265K	Buy	6,175 +800	+15%	+$34K	0.17%	115
2019 Q1	$231K	Hold	5,375	–	–	0.16%	124
2018 Q4	$210K	Sell	5,375 -3,405	-39%	-$136K	0.17%	121
2018 Q3	$377K	Sell	8,780 -80	-0.9%	-$3.45K	0.25%	105
2018 Q2	$384K	Sell	8,860 -120	-1%	-$5.55K	0.27%	99
2018 Q1	$434K	Hold	8,980	–	–	0.31%	89
2017 Q4	$423K	Hold	8,980	–	–	0.3%	96
2017 Q3	$402K	Hold	8,980	–	–	0.3%	92
2017 Q2	$372K	Hold	8,980	–	–	0.28%	92
2017 Q1	$354K	Buy	+8,980	New	+$341K	0.26%	93
2015 Q3	–	Sell	-5,690	Closed	-$225K	–	121
2015 Q2	$225K	Sell	5,690 -1,713	-23%	-$71.7K	0.19%	114
2015 Q1	$297K	Buy	7,403 +270	+4%	+$10.7K	0.24%	96
2014 Q4	$280K	Sell	7,133 -3,600	-34%	-$146K	0.24%	96
2014 Q3	$446K	Sell	10,733 -8,300	-44%	-$367K	0.37%	71
2014 Q2	$823K	Hold	19,033	–	–	0.5%	66
2014 Q1	$781K	Hold	19,033	–	–	0.5%	66
2013 Q4	$795K	Hold	19,033	–	–	0.53%	64
2013 Q3	$776K	Hold	19,033	–	–	0.55%	62
2013 Q2	$733K	Buy	+19,033	New	+$790K	0.5%	65

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Aspen Investment Management's EEM Position: Q1 2020 in Review

Aspen Investment Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2020, closing a stake of 5,375 shares — an estimated $241K sold.

Aspen Investment Management first reported a position in EEM in Q2 2013 and held it in 21 quarters. The position peaked at $823K in Q2 2014. 1,144 funds tracked by Wall St. Rank hold EEM as of Q1 2020.

Aspen Investment Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Aspen Investment Management sold 5,375 iShares MSCI Emerging Markets ETF shares in Q1 2020, an estimated $241K.
Aspen Investment Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 21 quarters.
Aspen Investment Management's iShares MSCI Emerging Markets ETF position peaked at $823K in Q2 2014.
1,144 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2020.

Based on Aspen Investment Management's 13F filing for Q1 2020, filed 15 May 2020.