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BHK Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

BHK Investment 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
2022
Q4 		– Sell
-7,117
Closed -$248K – 57
2022
Q3 		$248K Sell
7,117
-5,666
-44% -$221K 0.12% 59
2022
Q2 		$513K Sell
12,783
-8,404
-40% -$353K 0.23% 35
2022
Q1 		$957K Hold
21,187
– – 0.4% 25
2021
Q4 		$1.03M Sell
21,187
-294
-1% -$14.8K 0.41% 25
2021
Q3 		$1.08M Sell
21,481
-1,200
-5% -$62.5K 0.45% 25
2021
Q2 		$1.25M Sell
22,681
-1,531
-6% -$83.2K 0.51% 24
2021
Q1 		$1.25M Hold
24,212
– – 0.58% 24
2020
Q4 		$1.25M Sell
24,212
-71
-0.3% -$3.41K 0.58% 24
2020
Q3 		$1.07M Sell
24,283
-5,952
-20% -$261K 0.6% 22
2020
Q2 		$1.21M Sell
30,235
-1,498
-5% -$56.1K 0.71% 21
2020
Q1 		$1.08M Sell
31,733
-1,000
-3% -$41K 0.77% 21
2019
Q4 		$1.47M Sell
32,733
-8,174
-20% -$351K 0.84% 19
2019
Q3 		$1.67M Sell
40,907
-9,475
-19% -$391K 0.97% 24
2019
Q2 		$2.16M Buy
50,382
+451
+0.9% +$19.1K 1.23% 19
2019
Q1 		$2.14M Sell
49,931
-13,590
-21% -$572K 1.3% 19
2018
Q4 		$2.48M Sell
63,521
-1,288
-2% -$51.6K 1.86% 14
2018
Q3 		$2.78M Sell
64,809
-1,450
-2% -$62.6K 1.87% 16
2018
Q2 		$2.87M Buy
66,259
+2,887
+5% +$134K 2% 14
2018
Q1 		$3.06M Buy
63,372
+10,775
+20% +$528K 2.26% 14
2017
Q4 		$2.48M Buy
+52,597
New +$2.43M 2.09% 13

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

BHK Investment Advisors's EEM Position: Q4 2022 in Review

BHK Investment Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2022, closing a stake of 7,117 shares — an estimated $248K sold.

BHK Investment Advisors first reported a position in EEM in Q4 2017 and held it in 20 quarters. The position peaked at $3.06M in Q1 2018. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

  • BHK Investment Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • BHK Investment Advisors sold 7,117 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $248K.
  • BHK Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 20 quarters.
  • BHK Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $3.06M in Q1 2018.
  • 1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on BHK Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.