Barrington Strategic Wealth Management Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Barrington Strategic Wealth Management 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
2017 Q3	$498K	Sell	11,115 -710	-6%	-$31.3K	0.25%	86
2017 Q2	$489K	Buy	11,825 +590	+5%	+$24K	0.25%	87
2017 Q1	$443K	Buy	+11,235	New	+$427K	0.23%	89
2015 Q3	–	Sell	-9,455	Closed	-$375K	–	99
2015 Q2	$375K	Buy	9,455 +125	+1%	+$5.23K	0.23%	88
2015 Q1	$374K	Sell	9,330 -55	-0.6%	-$2.19K	0.23%	87
2014 Q4	$369K	Buy	9,385 +485	+5%	+$19.7K	0.24%	85
2014 Q3	$370K	Sell	8,900 -25	-0.3%	-$1.1K	0.24%	85
2014 Q2	$386K	Buy	+8,925	New	+$379K	0.25%	81
2014 Q1	–	Sell	-47,293	Closed	-$1.98M	–	99
2013 Q4	$1.98M	Sell	47,293 -16,538	-26%	-$693K	1.32%	22
2013 Q3	$2.6M	Sell	63,831 -37,390	-37%	-$1.48M	2.3%	5
2013 Q2	$3.9M	Buy	+101,221	New	+$4.2M	3.2%	6

Other funds holding EEM

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

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

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

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

MCM

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Barrington Strategic Wealth Management Group's EEM Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 6% in Q3 2017, selling an estimated $31.3K and leaving 11,115 shares worth $498K. The position accounts for 0.25% of the portfolio, ranked #86.

Barrington Strategic Wealth Management Group first reported a position in EEM in Q2 2013 and has held it in 11 quarters since. The position peaked at $3.9M in Q2 2013. 992 funds tracked by Wall St. Rank hold EEM as of Q3 2017.

Barrington Strategic Wealth Management Group held 11,115 shares of iShares MSCI Emerging Markets ETF worth $498K as of Q3 2017.
Barrington Strategic Wealth Management Group sold 710 iShares MSCI Emerging Markets ETF shares in Q3 2017, an estimated $31.3K.
iShares MSCI Emerging Markets ETF made up 0.25% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #86 holding.
Barrington Strategic Wealth Management Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 11 quarters since.
Barrington Strategic Wealth Management Group's iShares MSCI Emerging Markets ETF position peaked at $3.9M in Q2 2013.
992 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.