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Empirical Finance’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Empirical Finance’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
Q1 		– Sell
-93,091
Closed -$4.39M – 170
2017
Q4 		$4.39M Buy
93,091
+64,606
+227% +$2.99M 1.45% 8
2017
Q3 		$1.28M Buy
+28,485
New +$1.25M 0.44% 59

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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Empirical Finance's EEM Position: Q1 2018 in Review

Empirical Finance sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2018, closing a stake of 93,091 shares — an estimated $4.39M sold.

Empirical Finance first reported a position in EEM in Q3 2017 and held it in 2 quarters. The position peaked at $4.39M in Q4 2017. 1,143 funds tracked by Wall St. Rank hold EEM as of Q1 2018.

  • Empirical Finance reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
  • Empirical Finance sold 93,091 iShares MSCI Emerging Markets ETF shares in Q1 2018, an estimated $4.39M.
  • Empirical Finance first reported a position in iShares MSCI Emerging Markets ETF in Q3 2017 and held it in 2 quarters.
  • Empirical Finance's iShares MSCI Emerging Markets ETF position peaked at $4.39M in Q4 2017.
  • 1,143 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2018.

Based on Empirical Finance's 13F filing for Q1 2018, filed 25 Apr 2018.