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Financial Life Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Financial Life Advisors’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
2022
Q4 		– Sell
-6,356
Closed -$222K – 75
2022
Q3 		$222K Sell
6,356
-6
-0.1% -$234 0.11% 63
2022
Q2 		$255K Sell
6,362
-75
-1% -$3.15K 0.12% 43
2022
Q1 		$291K Hold
6,437
– – 0.12% 45
2021
Q4 		$314K Hold
6,437
– – 0.12% 47
2021
Q3 		$324K Hold
6,437
– – 0.14% 43
2021
Q2 		$355K Hold
6,437
– – 0.15% 41
2021
Q1 		$343K Sell
6,437
-209
-3% -$11.4K 0.16% 42
2020
Q4 		$343K Sell
6,646
-155
-2% -$7.45K 0.18% 39
2020
Q3 		$299K Buy
+6,801
New +$298K 0.16% 42
2020
Q1 		– Sell
-6,946
Closed -$312K – 28
2019
Q4 		$312K Sell
6,946
-645
-8% -$27.7K 0.19% 41
2019
Q3 		$310K Buy
7,591
+1,267
+20% +$52.3K 0.2% 41
2019
Q2 		$271K Sell
6,324
-324
-5% -$13.8K 0.18% 43
2019
Q1 		$285K Sell
6,648
-124
-2% -$5.22K 0.2% 42
2018
Q4 		$265K Buy
6,772
+1,272
+23% +$51K 0.21% 46
2018
Q3 		$236K Buy
+5,500
New +$237K 0.17% 46
2018
Q1 		– Sell
-8,153
Closed -$384K – 49
2017
Q4 		$384K Buy
+8,153
New +$377K 0.31% 42

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Financial Life Advisors's EEM Position: Q4 2022 in Review

Financial Life Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2022, closing a stake of 6,356 shares — an estimated $222K sold.

Financial Life Advisors first reported a position in EEM in Q4 2017 and held it in 16 quarters. The position peaked at $384K in Q4 2017. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

  • Financial Life Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Life Advisors sold 6,356 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $222K.
  • Financial Life Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 16 quarters.
  • Financial Life Advisors's iShares MSCI Emerging Markets ETF position peaked at $384K in Q4 2017.
  • 1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Financial Life Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.