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

Berger 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
2022
Q2 		– Sell
-4,950
Closed -$223K – 260
2022
Q1 		$223K Sell
4,950
-1,284
-21% -$60.6K 0.03% 249
2021
Q4 		$305K Buy
6,234
+539
+9% +$27.1K 0.04% 208
2021
Q3 		$287K Buy
5,695
+417
+8% +$21.7K 0.05% 168
2021
Q2 		$291K Buy
5,278
+337
+7% +$18.3K 0.05% 160
2021
Q1 		$264K Hold
4,941
– – 0.06% 158
2020
Q4 		$255K Buy
+4,941
New +$238K 0.04% 176

Other funds holding EEM

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Berger Financial Group's EEM Position: Q2 2022 in Review

Berger Financial Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2022, closing a stake of 4,950 shares — an estimated $223K sold.

Berger Financial Group first reported a position in EEM in Q4 2020 and held it in 6 quarters. The position peaked at $305K in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EEM as of Q2 2022.

  • Berger Financial Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Berger Financial Group sold 4,950 iShares MSCI Emerging Markets ETF shares in Q2 2022, an estimated $223K.
  • Berger Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 6 quarters.
  • Berger Financial Group's iShares MSCI Emerging Markets ETF position peaked at $305K in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2022.

Based on Berger Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.