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Cavalier Investments’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Cavalier Investments’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
2018
Q2 		– Sell
-2,240
Closed -$108K – 165
2018
Q1 		$108K Buy
+2,240
New +$110K 0.04% 147

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cavalier Investments's EEM Position: Q2 2018 in Review

Cavalier Investments sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2018, closing a stake of 2,240 shares — an estimated $108K sold.

Cavalier Investments first reported a position in EEM in Q1 2018 and held it in 1 quarter. The position peaked at $108K in Q1 2018. 1,095 funds tracked by Wall St. Rank hold EEM as of Q2 2018.

  • Cavalier Investments reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2018 after selling out during the quarter.
  • Cavalier Investments sold 2,240 iShares MSCI Emerging Markets ETF shares in Q2 2018, an estimated $108K.
  • Cavalier Investments first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and held it in 1 quarter.
  • Cavalier Investments's iShares MSCI Emerging Markets ETF position peaked at $108K in Q1 2018.
  • 1,095 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2018.

Based on Cavalier Investments's 13F filing for Q2 2018, filed 3 Aug 2018.