Cannell & Spears’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Cannell & Spears’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 Q1	–	Sell	-5,274	Closed	-$258K	–	234
2021 Q4	$258K	Sell	5,274 -530	-9%	-$26.7K	0.02%	200
2021 Q3	$292K	Sell	5,804 -1,270	-18%	-$66.1K	0.02%	193
2021 Q2	$390K	Hold	7,074	–	–	0.03%	168
2021 Q1	$377K	Sell	7,074 -270	-4%	-$14.8K	0.03%	159
2020 Q4	$379K	Hold	7,344	–	–	0.03%	157
2020 Q3	$324K	Hold	7,344	–	–	0.03%	167
2020 Q2	$294K	Hold	7,344	–	–	0.03%	163
2020 Q1	$251K	Buy	7,344 +1,674	+30%	+$68.7K	0.03%	169
2019 Q4	$254K	Hold	5,670	–	–	0.03%	163
2019 Q3	$232K	Hold	5,670	–	–	0.03%	160
2019 Q2	$243K	Hold	5,670	–	–	0.03%	155
2019 Q1	$243K	Hold	5,670	–	–	0.03%	152
2018 Q4	$221K	Buy	+5,670	New	+$227K	0.03%	150

Other funds holding EEM

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

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

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

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Cannell & Spears's EEM Position: Q1 2022 in Review

Cannell & Spears sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2022, closing a stake of 5,274 shares — an estimated $258K sold.

Cannell & Spears first reported a position in EEM in Q4 2018 and held it in 13 quarters. The position peaked at $390K in Q2 2021. 1,305 funds tracked by Wall St. Rank hold EEM as of Q1 2022.

Cannell & Spears reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Cannell & Spears sold 5,274 iShares MSCI Emerging Markets ETF shares in Q1 2022, an estimated $258K.
Cannell & Spears first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 13 quarters.
Cannell & Spears's iShares MSCI Emerging Markets ETF position peaked at $390K in Q2 2021.
1,305 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2022.

Based on Cannell & Spears's 13F filing for Q1 2022, filed 13 May 2022.