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Cornerstone Planning Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Cornerstone Planning Group’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
-435
Closed -$16.5K – 981
2023
Q3 		$16.5K Sell
435
-106
-20% -$4.2K 0.01% 334
2023
Q2 		$21.4K Buy
+541
New +$21.3K 0.01% 418
2022
Q4 		$187K Buy
+4,545
New +$168K 0.08% 104

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Cornerstone Planning Group's EEM Position: Q4 2023 in Review

Cornerstone Planning Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 435 shares — an estimated $16.5K sold.

Cornerstone Planning Group first reported a position in EEM in Q4 2022 and held it in 3 quarters. The position peaked at $187K in Q4 2022. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

  • Cornerstone Planning Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 435 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $16.5K.
  • Cornerstone Planning Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's iShares MSCI Emerging Markets ETF position peaked at $187K in Q4 2022.
  • 1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.