BRM
EEM icon

Boston Research & Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Boston Research & Management’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
2017
Q1 		– Sell
-5,748
Closed -$201K – 98
2016
Q4 		$201K Sell
5,748
-460
-7% -$16.6K 0.11% 95
2016
Q3 		$232K Sell
6,208
-710
-10% -$26K 0.13% 91
2016
Q2 		$237K Sell
6,918
-15,410
-69% -$517K 0.14% 91
2016
Q1 		$764K Sell
22,328
-18,885
-46% -$585K 0.48% 60
2015
Q4 		$1.33M Sell
41,213
-9,453
-19% -$324K 0.82% 50
2015
Q3 		$1.66M Sell
50,666
-3,720
-7% -$131K 1.09% 45
2015
Q2 		$2.15M Sell
54,386
-258
-0.5% -$10.8K 1.36% 40
2015
Q1 		$2.19M Sell
54,644
-665
-1% -$26.5K 1.39% 37
2014
Q4 		$2.17M Sell
55,309
-8,312
-13% -$338K 1.36% 36
2014
Q3 		$2.64M Buy
63,621
+1,150
+2% +$50.8K 1.78% 19
2014
Q2 		$2.7M Buy
62,471
+2,975
+5% +$126K 1.87% 16
2014
Q1 		$2.44M Buy
59,496
+5,090
+9% +$200K 1.79% 19
2013
Q4 		$2.27M Buy
54,406
+1,685
+3% +$70.6K 1.75% 21
2013
Q3 		$2.15M Buy
52,721
+4,970
+10% +$197K 1.81% 18
2013
Q2 		$1.84M Buy
+47,751
New +$1.98M 1.63% 26

Other funds holding EEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

Boston Research & Management's EEM Position: Q1 2017 in Review

Boston Research & Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2017, closing a stake of 5,748 shares — an estimated $201K sold.

Boston Research & Management first reported a position in EEM in Q2 2013 and held it in 15 quarters. The position peaked at $2.7M in Q2 2014. 912 funds tracked by Wall St. Rank hold EEM as of Q1 2017.

  • Boston Research & Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2017 after selling out during the quarter.
  • Boston Research & Management sold 5,748 iShares MSCI Emerging Markets ETF shares in Q1 2017, an estimated $201K.
  • Boston Research & Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 15 quarters.
  • Boston Research & Management's iShares MSCI Emerging Markets ETF position peaked at $2.7M in Q2 2014.
  • 912 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2017.

Based on Boston Research & Management's 13F filing for Q1 2017, filed 5 May 2017.