Certified Advisory Corp’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Certified Advisory Corp’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
2023 Q4	–	Sell	-99,092	Closed	-$106K	–	281
2023 Q3	$106K	Buy	+99,092	New	+$3.92M	0.02%	238
2020 Q2	$59K	Sell	1,483 -392	-21%	-$14.7K	0.02%	280
2020 Q1	$64K	Hold	1,875	–	–	0.03%	241
2019 Q4	$84K	Buy	1,875 +30	+2%	+$1.29K	0.03%	248
2019 Q3	$75K	Sell	1,845 -160	-8%	-$6.61K	0.03%	264
2019 Q2	$86K	Buy	2,005 +281	+16%	+$11.9K	0.03%	249
2019 Q1	$74K	Sell	1,724 -1,482	-46%	-$62.4K	0.03%	247
2018 Q4	$125K	Buy	3,206 +24	+0.8%	+$961	0.06%	179
2018 Q3	$137K	Sell	3,182 -630	-17%	-$27.2K	0.06%	175
2018 Q2	$165K	Buy	3,812 +10	+0.3%	+$463	0.09%	152
2018 Q1	$183K	Sell	3,802 -259	-6%	-$12.7K	0.11%	145
2017 Q4	$191K	Buy	+4,061	New	+$188K	0.14%	113

Other funds holding EEM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Certified Advisory Corp's EEM Position: Q4 2023 in Review

Certified Advisory Corp sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 99,092 shares — an estimated $106K sold.

Certified Advisory Corp first reported a position in EEM in Q4 2017 and held it in 12 quarters. The position peaked at $191K in Q4 2017. 1,314 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

Certified Advisory Corp reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 99,092 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $106K.
Certified Advisory Corp first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares MSCI Emerging Markets ETF position peaked at $191K in Q4 2017.
1,314 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.