Blue Chip Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Blue Chip Partners’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
2021 Q2	–	Sell	-2,392	Closed	-$128K	–	160
2021 Q1	$128K	Buy	+2,392	New	+$131K	0.02%	140
2020 Q1	–	Sell	-48,412	Closed	-$2.17M	–	137
2019 Q4	$2.17M	Buy	48,412 +769	+2%	+$33K	0.41%	53
2019 Q3	$1.95M	Sell	47,643 -522	-1%	-$21.6K	0.41%	54
2019 Q2	$2.07M	Buy	48,165 +428	+0.9%	+$18.2K	0.46%	54
2019 Q1	$2.05M	Sell	47,737 -631	-1%	-$26.6K	0.49%	51
2018 Q4	$1.89M	Buy	48,368 +6,038	+14%	+$242K	0.48%	55
2018 Q3	$1.82M	Buy	42,330 +95	+0.2%	+$4.1K	0.44%	52
2018 Q2	$1.83M	Sell	42,235 -94	-0.2%	-$4.35K	0.48%	53
2018 Q1	$2.04M	Sell	42,329 -650	-2%	-$31.9K	0.57%	51
2017 Q4	$2.02M	Buy	42,979 +565	+1%	+$26.1K	0.6%	53
2017 Q3	$1.9M	Buy	42,414 +65	+0.2%	+$2.86K	0.61%	53
2017 Q2	$1.75M	Sell	42,349 -563	-1%	-$22.9K	0.61%	56
2017 Q1	$1.69M	Buy	42,912 +1,265	+3%	+$48K	0.64%	56
2016 Q4	$1.46M	Buy	+41,647	New	+$1.5M	0.57%	54

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Blue Chip Partners's EEM Position: Q2 2021 in Review

Blue Chip Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2021, closing a stake of 2,392 shares — an estimated $128K sold.

Blue Chip Partners first reported a position in EEM in Q4 2016 and held it in 14 quarters. The position peaked at $2.17M in Q4 2019. 1,332 funds tracked by Wall St. Rank hold EEM as of Q2 2021.

Blue Chip Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Blue Chip Partners sold 2,392 iShares MSCI Emerging Markets ETF shares in Q2 2021, an estimated $128K.
Blue Chip Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and held it in 14 quarters.
Blue Chip Partners's iShares MSCI Emerging Markets ETF position peaked at $2.17M in Q4 2019.
1,332 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2021.

Based on Blue Chip Partners's 13F filing for Q2 2021, filed 3 Aug 2021.