Asset Planning Services (Pennsylvania)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-252	Closed	-$10K	–	119
2019 Q3	$10K	Hold	252	–	–	﹤0.01%	204
2019 Q2	$11K	Hold	252	–	–	﹤0.01%	195
2019 Q1	$11K	Hold	252	–	–	0.01%	191
2018 Q4	$10K	Hold	252	–	–	0.01%	193
2018 Q3	$10K	Hold	252	–	–	﹤0.01%	200
2018 Q2	$11K	Hold	252	–	–	0.01%	196
2018 Q1	$12K	Hold	252	–	–	0.01%	191
2017 Q4	$12K	Hold	252	–	–	0.01%	199
2017 Q3	$11K	Hold	252	–	–	0.01%	219
2017 Q2	$10K	Hold	252	–	–	0.01%	222
2017 Q1	$10K	Buy	+252	New	+$9.57K	0.01%	218

Other funds holding EEM

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLAM

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s EEM Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2019, closing a stake of 252 shares — an estimated $10K sold.

Asset Planning Services (Pennsylvania) first reported a position in EEM in Q1 2017 and held it in 11 quarters. The position peaked at $12K in Q1 2018. 1,324 funds tracked by Wall St. Rank hold EEM as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 252 iShares MSCI Emerging Markets ETF shares in Q4 2019, an estimated $10K.
Asset Planning Services (Pennsylvania) first reported a position in iShares MSCI Emerging Markets ETF in Q1 2017 and held it in 11 quarters.
Asset Planning Services (Pennsylvania)'s iShares MSCI Emerging Markets ETF position peaked at $12K in Q1 2018.
1,324 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.