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

Beese Fulmer 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
2022 Q3	–	Sell	-5,017	Closed	-$201K	–	212
2022 Q2	$201K	Hold	5,017	–	–	0.03%	217
2022 Q1	$227K	Hold	5,017	–	–	0.02%	208
2021 Q4	$245K	Buy	+5,017	New	+$252K	0.03%	213
2020 Q3	–	Sell	-90	Closed	-$4K	–	291
2020 Q2	$4K	Buy	+90	New	+$3.37K	﹤0.01%	548

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beese Fulmer Investment Management's EEM Position: Q3 2022 in Review

Beese Fulmer Investment Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2022, closing a stake of 5,017 shares — an estimated $201K sold.

Beese Fulmer Investment Management first reported a position in EEM in Q2 2020 and held it in 4 quarters. The position peaked at $245K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

Beese Fulmer Investment Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Beese Fulmer Investment Management sold 5,017 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $201K.
Beese Fulmer Investment Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2020 and held it in 4 quarters.
Beese Fulmer Investment Management's iShares MSCI Emerging Markets ETF position peaked at $245K in Q4 2021.
1,217 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2022, filed 6 Oct 2022.