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Consolidated Planning Corp’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Consolidated Planning 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
2022
Q4 		– Sell
-6,159
Closed -$215K – 121
2022
Q3 		$215K Buy
+6,159
New +$240K 0.07% 107
2021
Q4 		– Sell
-1,718
Closed -$87K – 173
2021
Q3 		$87K Buy
+1,718
New +$89.4K 0.06% 112

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Consolidated Planning Corp's EEM Position: Q4 2022 in Review

Consolidated Planning Corp sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2022, closing a stake of 6,159 shares — an estimated $215K sold.

Consolidated Planning Corp first reported a position in EEM in Q3 2021 and held it in 2 quarters. The position peaked at $215K in Q3 2022. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

  • Consolidated Planning Corp reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Consolidated Planning Corp sold 6,159 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $215K.
  • Consolidated Planning Corp first reported a position in iShares MSCI Emerging Markets ETF in Q3 2021 and held it in 2 quarters.
  • Consolidated Planning Corp's iShares MSCI Emerging Markets ETF position peaked at $215K in Q3 2022.
  • 1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Consolidated Planning Corp's 13F filing for Q4 2022, filed 13 Feb 2023.