Barber Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Barber Financial Group’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 Q3	–	Sell	-8,667	Closed	-$372K	–	144
2019 Q2	$372K	Buy	+8,667	New	+$368K	0.09%	96
2018 Q3	–	Sell	-18,653	Closed	-$808K	–	135
2018 Q2	$808K	Buy	18,653 +4,956	+36%	+$229K	0.23%	61
2018 Q1	$661K	Sell	13,697 -52,768	-79%	-$2.59M	0.18%	70
2017 Q4	$3.13M	Sell	66,465 -5,345	-7%	-$247K	0.8%	40
2017 Q3	$3.22M	Buy	+71,810	New	+$3.16M	0.91%	36

Other funds holding EEM

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

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

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

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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Barber Financial Group's EEM Position: Q3 2019 in Review

Barber Financial Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2019, closing a stake of 8,667 shares — an estimated $372K sold.

Barber Financial Group first reported a position in EEM in Q3 2017 and held it in 5 quarters. The position peaked at $3.22M in Q3 2017. 1,153 funds tracked by Wall St. Rank hold EEM as of Q3 2019.

Barber Financial Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
Barber Financial Group sold 8,667 iShares MSCI Emerging Markets ETF shares in Q3 2019, an estimated $372K.
Barber Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q3 2017 and held it in 5 quarters.
Barber Financial Group's iShares MSCI Emerging Markets ETF position peaked at $3.22M in Q3 2017.
1,153 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2019.

Based on Barber Financial Group's 13F filing for Q3 2019, filed 5 Nov 2019.