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Estate Counselors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Estate Counselors’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
Q1 		– Sell
-5,700
Closed -$216K – 144
2022
Q4 		$216K Sell
5,700
-1,950
-25% -$71.9K 0.03% 133
2022
Q3 		$266K Buy
7,650
+5,800
+314% +$226K 0.04% 112
2022
Q2 		$74K Buy
+1,850
New +$77.6K 0.01% 128
2020
Q1 		– Sell
-174,600
Closed -$7.83M – 128
2019
Q4 		$7.83M Buy
174,600
+2,000
+1% +$85.8K 1.15% 34
2019
Q3 		$7.05M Buy
172,600
+24,000
+16% +$991K 1.08% 34
2019
Q2 		$6.38M Hold
148,600
– – 1% 38
2019
Q1 		$6.38M Buy
148,600
+31,450
+27% +$1.32M 1.09% 37
2018
Q4 		$4.58M Sell
117,150
-2,530
-2% -$101K 0.92% 43
2018
Q3 		$5.14M Buy
119,680
+3,800
+3% +$164K 0.93% 37
2018
Q2 		$5.02M Sell
115,880
-25,060
-18% -$1.16M 0.95% 39
2018
Q1 		$6.8M Sell
140,940
-94,000
-40% -$4.61M 1.26% 31
2017
Q4 		$11.1M Sell
234,940
-500
-0.2% -$23.1K 2.21% 15
2017
Q3 		$10.6M Sell
235,440
-300
-0.1% -$13.2K 2.1% 18
2017
Q2 		$9.76M Buy
235,740
+4,000
+2% +$163K 2.21% 17
2017
Q1 		$9.13M Buy
231,740
+50,990
+28% +$1.94M 2.37% 15
2016
Q4 		$6.33M Buy
180,750
+172,300
+2,039% +$6.22M 1.75% 21
2016
Q3 		$316K Buy
+8,450
New +$309K 0.12% 48
2016
Q1 		– Sell
-242,370
Closed -$7.8M – 57
2015
Q4 		$7.8M Sell
242,370
-129,230
-35% -$4.43M 3.18% 11
2015
Q3 		$12.3M Buy
371,600
+327,100
+735% +$11.6M 4.94% 7
2015
Q2 		$1.76M Hold
44,500
– – 0.61% 33
2015
Q1 		$1.79M Buy
+44,500
New +$1.77M 0.64% 33

Other funds holding EEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Estate Counselors's EEM Position: Q1 2023 in Review

Estate Counselors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2023, closing a stake of 5,700 shares — an estimated $216K sold.

Estate Counselors first reported a position in EEM in Q1 2015 and held it in 21 quarters. The position peaked at $12.3M in Q3 2015. 1,318 funds tracked by Wall St. Rank hold EEM as of Q1 2023.

  • Estate Counselors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Estate Counselors sold 5,700 iShares MSCI Emerging Markets ETF shares in Q1 2023, an estimated $216K.
  • Estate Counselors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2015 and held it in 21 quarters.
  • Estate Counselors's iShares MSCI Emerging Markets ETF position peaked at $12.3M in Q3 2015.
  • 1,318 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.