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Bellwether Investment Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bellwether Investment 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
Q2 		– Sell
-243
Closed -$10K – 224
2017
Q1 		$10K Sell
243
-193
-44% -$7.33K 0.03% 484
2016
Q4 		$15K Buy
+436
New +$15.7K 0.01% 526
2016
Q2 		$8K Buy
+240
New +$8.06K 0.01% 431

Other funds holding EEM

BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bellwether Investment Group's EEM Position: Q2 2017 in Review

Bellwether Investment Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2017, closing a stake of 243 shares — an estimated $10K sold.

Bellwether Investment Group first reported a position in EEM in Q2 2016 and held it in 3 quarters. The position peaked at $15K in Q4 2016. 935 funds tracked by Wall St. Rank hold EEM as of Q2 2017.

  • Bellwether Investment Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 243 iShares MSCI Emerging Markets ETF shares in Q2 2017, an estimated $10K.
  • Bellwether Investment Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's iShares MSCI Emerging Markets ETF position peaked at $15K in Q4 2016.
  • 935 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.