Financial Partners Capital Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Financial Partners Capital Management’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
2020 Q2	–	Sell	-6,875	Closed	-$235K	–	97
2020 Q1	$235K	Buy	+6,875	New	+$282K	0.07%	80
2018 Q4	$285K	Sell	7,300 -150	-2%	-$6.01K	0.09%	68
2018 Q3	$320K	Hold	7,450	–	–	0.09%	67
2018 Q2	$323K	Sell	7,450 -1,050	-12%	-$48.6K	0.1%	65
2018 Q1	$410K	Hold	8,500	–	–	0.12%	58
2017 Q4	$401K	Hold	8,500	–	–	0.07%	100
2017 Q3	$381K	Sell	8,500 -4,872	-36%	-$214K	0.07%	102
2017 Q2	$553K	Sell	13,372 -3,000	-18%	-$122K	0.12%	93
2017 Q1	$645K	Hold	16,372	–	–	0.14%	85
2016 Q4	$573K	Sell	16,372 -1,500	-8%	-$54.1K	0.14%	87
2016 Q3	$672K	Sell	17,872 -500	-3%	-$18.3K	0.17%	78
2016 Q2	$631K	Hold	18,372	–	–	0.17%	74
2016 Q1	$629K	Sell	18,372 -16,575	-47%	-$513K	0.16%	81
2015 Q4	$1.13M	Buy	+34,947	New	+$1.2M	0.27%	69

Other funds holding EEM

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

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

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

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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Financial Partners Capital Management's EEM Position: Q2 2020 in Review

Financial Partners Capital Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2020, closing a stake of 6,875 shares — an estimated $235K sold.

Financial Partners Capital Management first reported a position in EEM in Q4 2015 and held it in 14 quarters. The position peaked at $1.13M in Q4 2015. 1,114 funds tracked by Wall St. Rank hold EEM as of Q2 2020.

Financial Partners Capital Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Financial Partners Capital Management sold 6,875 iShares MSCI Emerging Markets ETF shares in Q2 2020, an estimated $235K.
Financial Partners Capital Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2015 and held it in 14 quarters.
Financial Partners Capital Management's iShares MSCI Emerging Markets ETF position peaked at $1.13M in Q4 2015.
1,114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2020.

Based on Financial Partners Capital Management's 13F filing for Q2 2020, filed 12 Aug 2020.