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Epstein & White Financial’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Epstein & White Financial’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
2019
Q1 		– Sell
-27,622
Closed -$1.07M – 85
2018
Q4 		$1.07M Buy
+27,622
New +$1.11M 0.67% 12

Other funds holding EEM

BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Retirement Systems of Alabama
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Epstein & White Financial's EEM Position: Q1 2019 in Review

Epstein & White Financial sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2019, closing a stake of 27,622 shares — an estimated $1.07M sold.

Epstein & White Financial first reported a position in EEM in Q4 2018 and held it in 1 quarter. The position peaked at $1.07M in Q4 2018. 1,227 funds tracked by Wall St. Rank hold EEM as of Q1 2019.

  • Epstein & White Financial reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2019 after selling out during the quarter.
  • Epstein & White Financial sold 27,622 iShares MSCI Emerging Markets ETF shares in Q1 2019, an estimated $1.07M.
  • Epstein & White Financial first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 1 quarter.
  • Epstein & White Financial's iShares MSCI Emerging Markets ETF position peaked at $1.07M in Q4 2018.
  • 1,227 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2019.

Based on Epstein & White Financial's 13F filing for Q1 2019, filed 29 Apr 2019.