Berman Capital Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Berman Capital Advisors’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
2020 Q2	–	Sell	-418	Closed	-$14K	–	1654
2020 Q1	$14K	Hold	418	–	–	﹤0.01%	581
2019 Q4	$18K	Hold	418	–	–	0.01%	562
2019 Q3	$17K	Sell	418 -1,975	-83%	-$81.5K	0.01%	553
2019 Q2	$102K	Buy	2,393 +1,975	+472%	+$83.8K	0.03%	205
2019 Q1	$17K	Hold	418	–	–	0.01%	491
2018 Q4	$16K	Buy	+418	New	+$16.7K	0.01%	423

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Berman Capital Advisors's EEM Position: Q2 2020 in Review

Berman Capital Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2020, closing a stake of 418 shares — an estimated $14K sold.

Berman Capital Advisors first reported a position in EEM in Q4 2018 and held it in 6 quarters. The position peaked at $102K in Q2 2019. 1,115 funds tracked by Wall St. Rank hold EEM as of Q2 2020.

Berman Capital Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 418 iShares MSCI Emerging Markets ETF shares in Q2 2020, an estimated $14K.
Berman Capital Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 6 quarters.
Berman Capital Advisors's iShares MSCI Emerging Markets ETF position peaked at $102K in Q2 2019.
1,115 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.