FormulaFolio Investments’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

FormulaFolio Investments’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
2021 Q1	–	Sell	-60,577	Closed	-$3.13M	–	547
2020 Q4	$3.13M	Buy	60,577 +53,685	+779%	+$2.58M	0.07%	204
2020 Q3	$304K	Buy	+6,892	New	+$302K	0.01%	256
2020 Q1	–	Sell	-112,417	Closed	-$5.04M	–	305
2019 Q4	$5.04M	Sell	112,417 -14,956	-12%	-$642K	0.18%	71
2019 Q3	$5.21M	Buy	+127,373	New	+$5.26M	0.2%	66

Other funds holding EEM

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

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

SLAM

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

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

FormulaFolio Investments's EEM Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2021, closing a stake of 60,577 shares — an estimated $3.13M sold.

FormulaFolio Investments first reported a position in EEM in Q3 2019 and held it in 4 quarters. The position peaked at $5.21M in Q3 2019. 1,355 funds tracked by Wall St. Rank hold EEM as of Q1 2021.

FormulaFolio Investments reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 60,577 iShares MSCI Emerging Markets ETF shares in Q1 2021, an estimated $3.13M.
FormulaFolio Investments first reported a position in iShares MSCI Emerging Markets ETF in Q3 2019 and held it in 4 quarters.
FormulaFolio Investments's iShares MSCI Emerging Markets ETF position peaked at $5.21M in Q3 2019.
1,355 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.