Forbes Financial Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Forbes Financial Planning’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	-24,505	Closed	-$855K	–	31
2022 Q4	$855K	Hold	24,505	–	–	1.24%	19
2022 Q3	$855K	Sell	24,505 -125	-0.5%	-$4.88K	1.24%	19
2022 Q2	$984K	Buy	24,630 +1,029	+4%	+$43.2K	1.41%	19
2022 Q1	$1.07M	Sell	23,601 -6,000	-20%	-$283K	1.33%	16
2021 Q4	$1.44M	Buy	+29,601	New	+$1.49M	1.42%	19

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forbes Financial Planning's EEM Position: Q1 2023 in Review

Forbes Financial Planning sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2023, closing a stake of 24,505 shares — an estimated $855K sold.

Forbes Financial Planning first reported a position in EEM in Q4 2021 and held it in 5 quarters. The position peaked at $1.44M in Q4 2021. 1,317 funds tracked by Wall St. Rank hold EEM as of Q1 2023.

Forbes Financial Planning reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Forbes Financial Planning sold 24,505 iShares MSCI Emerging Markets ETF shares in Q1 2023, an estimated $855K.
Forbes Financial Planning first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 5 quarters.
Forbes Financial Planning's iShares MSCI Emerging Markets ETF position peaked at $1.44M in Q4 2021.
1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2023.

Based on Forbes Financial Planning's 13F filing for Q1 2023, filed 5 May 2023.