Ballew Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Ballew Advisors’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
2021 Q4	–	Sell	-6,331	Closed	-$322K	–	122
2021 Q3	$322K	Sell	6,331 -5,628	-47%	-$293K	0.24%	82
2021 Q2	$642K	Buy	+11,959	New	+$650K	0.45%	60
2019 Q3	–	Sell	-27,333	Closed	-$1.18M	–	92
2019 Q2	$1.18M	Sell	27,333 -11,047	-29%	-$469K	1.07%	23
2019 Q1	$1.66M	Buy	38,380 +15,138	+65%	+$637K	1.53%	23
2018 Q4	$980K	Sell	23,242 -24,341	-51%	-$975K	0.92%	27
2018 Q3	$1.84M	Buy	47,583 +27,890	+142%	+$1.2M	1.69%	16
2018 Q2	$853K	Sell	19,693 -36,325	-65%	-$1.68M	0.96%	23
2018 Q1	$2.7M	Buy	56,018 +9,535	+21%	+$468K	2.36%	9
2017 Q4	$2.19M	Buy	+46,483	New	+$2.15M	2.17%	9

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SLAM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ballew Advisors's EEM Position: Q4 2021 in Review

Ballew Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 6,331 shares — an estimated $322K sold.

Ballew Advisors first reported a position in EEM in Q4 2017 and held it in 9 quarters. The position peaked at $2.7M in Q1 2018. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

Ballew Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Ballew Advisors sold 6,331 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $322K.
Ballew Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 9 quarters.
Ballew Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.7M in Q1 2018.
1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Ballew Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.