Evelyn V. Moreno’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Evelyn V. Moreno’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	$211K	Sell	5,250 -17,770	-77%	-$686K	0.1%	132
2023 Q3	$874K	Hold	23,020	–	–	0.19%	67
2023 Q2	$911K	Hold	23,020	–	–	0.19%	63
2023 Q1	$908K	Buy	23,020 +5,250	+30%	+$209K	0.21%	59
2022 Q4	$673K	Buy	17,770 +2,020	+13%	+$74.5K	0.16%	76
2022 Q3	$549K	Sell	15,750 -2,020	-11%	-$78.8K	0.25%	74
2022 Q2	$713K	Sell	17,770 -5,250	-23%	-$220K	0.17%	70
2022 Q1	$1.04M	Hold	23,020	–	–	0.21%	55
2021 Q4	$1.13M	Hold	23,020	–	–	0.23%	52
2021 Q3	$1.16M	Hold	23,020	–	–	0.27%	53
2021 Q2	$1.27M	Sell	23,020 -50	-0.2%	-$2.72K	0.3%	50
2021 Q1	$1.23M	Hold	23,070	–	–	0.29%	51
2020 Q4	$1.19M	Sell	23,070 -400	-2%	-$19.2K	0.3%	51
2020 Q3	$1.03M	Hold	23,470	–	–	0.28%	53
2020 Q2	$939K	Hold	23,470	–	–	0.27%	51
2020 Q1	$801K	Sell	23,470 -200	-0.8%	-$8.21K	0.27%	54
2019 Q4	$1.06M	Hold	23,670	–	–	0.29%	51
2019 Q3	$968K	Hold	23,670	–	–	0.27%	54
2019 Q2	$1.02M	Hold	23,670	–	–	0.31%	47
2019 Q1	$1.02M	Hold	23,670	–	–	0.3%	51
2018 Q4	$925K	Hold	23,670	–	–	0.31%	50
2018 Q3	$1.02M	Sell	23,670 -2,100	-8%	-$90.7K	0.28%	50
2018 Q2	$1.12M	Hold	25,770	–	–	0.33%	50
2018 Q1	$1.24M	Buy	25,770 +700	+3%	+$34.3K	0.38%	49
2017 Q4	$1.18M	Sell	25,070 -60	-0.2%	-$2.78K	0.36%	50
2017 Q3	$1.13M	Sell	25,130 -340	-1%	-$15K	0.34%	51
2017 Q2	$1.05M	Hold	25,470	–	–	0.32%	51
2017 Q1	$1M	Hold	25,470	–	–	0.31%	52
2016 Q4	$892K	Sell	25,470 -1,345	-5%	-$48.5K	0.32%	53
2016 Q3	$1M	Sell	26,815 -800	-3%	-$29.2K	0.37%	55
2016 Q2	$949K	Sell	27,615 -22,120	-44%	-$743K	0.36%	54
2016 Q1	$1.7M	Hold	49,735	–	–	0.66%	50
2015 Q4	$1.6M	Sell	49,735 -10,486	-17%	-$360K	0.67%	53
2015 Q3	$1.97M	Hold	60,221	–	–	0.85%	52
2015 Q2	$2.39M	Buy	60,221 +115	+0.2%	+$4.81K	0.95%	50
2015 Q1	$2.41M	Hold	60,106	–	–	0.91%	50
2014 Q4	$2.36M	Buy	60,106 +250	+0.4%	+$10.2K	0.87%	52
2014 Q3	$2.49M	Hold	59,856	–	–	0.95%	51
2014 Q2	$2.59M	Sell	59,856 -1,974	-3%	-$83.8K	0.97%	51
2014 Q1	$2.54M	Buy	61,830 +825	+1%	+$32.4K	1%	53
2013 Q4	$2.55M	Buy	+61,005	New	+$2.55M	1.05%	51

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Evelyn V. Moreno's EEM Position: Q4 2023 in Review

Evelyn V. Moreno reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 77% in Q4 2023, selling an estimated $686K and leaving 5,250 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #132.

Evelyn V. Moreno first reported a position in EEM in Q4 2013 and has held it in 41 quarters since. The position peaked at $2.59M in Q2 2014. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

Evelyn V. Moreno held 5,250 shares of iShares MSCI Emerging Markets ETF worth $211K as of Q4 2023.
Evelyn V. Moreno sold 17,770 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $686K.
iShares MSCI Emerging Markets ETF made up 0.1% of Evelyn V. Moreno's portfolio in Q4 2023, its #132 holding.
Evelyn V. Moreno first reported a position in iShares MSCI Emerging Markets ETF in Q4 2013 and has held it in 41 quarters since.
Evelyn V. Moreno's iShares MSCI Emerging Markets ETF position peaked at $2.59M in Q2 2014.
1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.