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Bingham Osborn & Scarborough’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bingham Osborn & Scarborough’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
Q4 		– Sell
-4,622
Closed -$204K – 146
2020
Q3 		$204K Buy
+4,622
New +$203K 0.02% 156
2020
Q2 		– Sell
-6,560
Closed -$224K – 157
2020
Q1 		$224K Buy
6,560
+1,511
+30% +$62K 0.02% 131
2019
Q4 		$227K Buy
+5,049
New +$217K 0.02% 151
2018
Q4 		– Sell
-5,810
Closed -$249K – 141
2018
Q3 		$249K Buy
5,810
+48
+0.8% +$2.07K 0.02% 126
2018
Q2 		$250K Sell
5,762
-467
-7% -$21.6K 0.02% 121
2018
Q1 		$301K Sell
6,229
-396
-6% -$19.4K 0.03% 111
2017
Q4 		$312K Sell
6,625
-1,795
-21% -$83.1K 0.03% 105
2017
Q3 		$377K Sell
8,420
-477
-5% -$21K 0.04% 86
2017
Q2 		$368K Sell
8,897
-369
-4% -$15K 0.04% 83
2017
Q1 		$365K Sell
9,266
-208
-2% -$7.9K 0.04% 83
2016
Q4 		$332K Sell
9,474
-2,381
-20% -$85.9K 0.04% 85
2016
Q3 		$444K Sell
11,855
-50
-0.4% -$1.83K 0.05% 72
2016
Q2 		$409K Sell
11,905
-1,706
-13% -$57.3K 0.05% 79
2016
Q1 		$466K Sell
13,611
-938
-6% -$29.1K 0.05% 70
2015
Q4 		$468K Sell
14,549
-1,476
-9% -$50.6K 0.06% 68
2015
Q3 		$525K Sell
16,025
-2,483
-13% -$87.7K 0.07% 64
2015
Q2 		$733K Sell
18,508
-539
-3% -$22.5K 0.09% 53
2015
Q1 		$764K Buy
19,047
+799
+4% +$31.8K 0.09% 52
2014
Q4 		$717K Sell
18,248
-507
-3% -$20.6K 0.09% 56
2014
Q3 		$779K Buy
18,755
+2,385
+15% +$105K 0.1% 49
2014
Q2 		$708K Sell
16,370
-273
-2% -$11.6K 0.09% 48
2014
Q1 		$683K Buy
16,643
+1,408
+9% +$55.2K 0.1% 51
2013
Q4 		$637K Buy
15,235
+159
+1% +$6.66K 0.09% 47
2013
Q3 		$614K Buy
15,076
+147
+1% +$5.82K 0.1% 45
2013
Q2 		$575K Buy
+14,929
New +$620K 0.1% 46

Other funds holding EEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bingham Osborn & Scarborough's EEM Position: Q4 2020 in Review

Bingham Osborn & Scarborough sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2020, closing a stake of 4,622 shares — an estimated $204K sold.

Bingham Osborn & Scarborough first reported a position in EEM in Q2 2013 and held it in 25 quarters. The position peaked at $779K in Q3 2014. 1,316 funds tracked by Wall St. Rank hold EEM as of Q4 2020.

  • Bingham Osborn & Scarborough reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 4,622 iShares MSCI Emerging Markets ETF shares in Q4 2020, an estimated $204K.
  • Bingham Osborn & Scarborough first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 25 quarters.
  • Bingham Osborn & Scarborough's iShares MSCI Emerging Markets ETF position peaked at $779K in Q3 2014.
  • 1,316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2020, filed 11 Feb 2021.