Emery Howard Portfolio Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7.08M | Buy |
144,828
+93
| +0.1% | +$4.68K | 0.91% | 17 |
|
|
2021
Q3 | $7.29M | Hold |
144,735
| – | – | 1.07% | 17 |
|
|
2021
Q2 | $7.98M | Buy |
144,735
+248
| +0.2% | +$13.5K | 1.17% | 17 |
|
|
2021
Q1 | $7.71M | Hold |
144,487
| – | – | 1.25% | 17 |
|
|
2020
Q4 | $7.47M | Buy |
144,487
+463
| +0.3% | +$22.3K | 1.29% | 16 |
|
|
2020
Q3 | $6.35M | Buy |
144,024
+350
| +0.2% | +$15.4K | 1.27% | 16 |
|
|
2020
Q2 | $5.75M | Buy |
143,674
+17,593
| +14% | +$659K | 1.23% | 16 |
|
|
2020
Q1 | $4.3M | Hold |
126,081
| – | – | 1.05% | 17 |
|
|
2019
Q4 | $5.66M | Sell |
126,081
-540
| -0.4% | -$23.2K | 1.05% | 17 |
|
|
2019
Q3 | $5.17M | Hold |
126,621
| – | – | 1.05% | 17 |
|
|
2019
Q2 | $5.43M | Buy |
126,621
+369
| +0.3% | +$15.7K | 1.1% | 17 |
|
|
2019
Q1 | $5.42M | Hold |
126,252
| – | – | 1.13% | 17 |
|
|
2018
Q4 | $4.93M | Buy |
126,252
+764
| +0.6% | +$30.6K | 1.16% | 17 |
|
|
2018
Q3 | $5.39M | Hold |
125,488
| – | – | 1.11% | 17 |
|
|
2018
Q2 | $5.44M | Buy |
125,488
+476
| +0.4% | +$22K | 1.17% | 17 |
|
|
2018
Q1 | $6.04M | Hold |
125,012
| – | – | 1.3% | 17 |
|
|
2017
Q4 | $5.89M | Buy |
125,012
+1,841
| +1% | +$85.2K | 1.26% | 17 |
|
|
2017
Q3 | $5.52M | Sell |
123,171
-128
| -0.1% | -$5.63K | 1.22% | 17 |
|
|
2017
Q2 | $5.1M | Buy |
123,299
+566
| +0.5% | +$23K | 1.11% | 17 |
|
|
2017
Q1 | $4.83M | Sell |
122,733
-16
| -0% | -$608 | 1.09% | 18 |
|
|
2016
Q4 | $4.3M | Buy |
122,749
+1,372
| +1% | +$49.5K | 1.01% | 18 |
|
|
2016
Q3 | $4.55M | Sell |
121,377
-9,540
| -7% | -$349K | 1.09% | 18 |
|
|
2016
Q2 | $4.5M | Sell |
130,917
-565
| -0.4% | -$19K | 1.12% | 18 |
|
|
2016
Q1 | $4.5M | Sell |
131,482
-103,491
| -44% | -$3.21M | 1.14% | 18 |
|
|
2015
Q4 | $7.56M | Buy |
234,973
+12,001
| +5% | +$412K | 1.95% | 13 |
|
|
2015
Q3 | $7.31M | Buy |
222,972
+193,495
| +656% | +$6.83M | 2% | 13 |
|
|
2015
Q2 | $1.17M | Sell |
29,477
-17
| -0.1% | -$711 | 0.3% | 22 |
|
|
2015
Q1 | $1.18M | Hold |
29,494
| – | – | 0.3% | 22 |
|
|
2014
Q4 | $1.16M | Buy |
29,494
+392
| +1% | +$15.9K | 0.34% | 20 |
|
|
2014
Q3 | $1.21M | Buy |
29,102
+224
| +0.8% | +$9.9K | 0.38% | 19 |
|
|
2014
Q2 | $1.25M | Buy |
28,878
+3,128
| +12% | +$133K | 0.38% | 18 |
|
|
2014
Q1 | $1.06M | Buy |
25,750
+451
| +2% | +$17.7K | 0.35% | 20 |
|
|
2013
Q4 | $1.06M | Buy |
25,299
+4,858
| +24% | +$203K | 0.35% | 22 |
|
|
2013
Q3 | $833K | Buy |
20,441
+264
| +1% | +$10.5K | 0.31% | 21 |
|
|
2013
Q2 | $777K | Buy |
+20,177
| New | +$837K | 0.3% | 20 |
|
Other funds holding EEM
SLAM
Emery Howard Portfolio Management's EEM Position: Q4 2021 in Review
Emery Howard Portfolio Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.06% in Q4 2021, buying an estimated $4.68K and bringing the position to 144,828 shares worth $7.08M. The position accounts for 0.91% of the portfolio, ranked #17.
Emery Howard Portfolio Management first reported a position in EEM in Q2 2013 and has held it in 35 quarters since. The position peaked at $7.98M in Q2 2021. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.
- Emery Howard Portfolio Management held 144,828 shares of iShares MSCI Emerging Markets ETF worth $7.08M as of Q4 2021.
- Emery Howard Portfolio Management bought 93 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $4.68K.
- iShares MSCI Emerging Markets ETF made up 0.91% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #17 holding.
- Emery Howard Portfolio Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 35 quarters since.
- Emery Howard Portfolio Management's iShares MSCI Emerging Markets ETF position peaked at $7.98M in Q2 2021.
- 1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.
Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.