Gary Goldberg Planning Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$46K	Hold	1,175	–	–	0.02%	226
2014 Q3	$49K	Hold	1,175	–	–	0.02%	226
2014 Q2	$51K	Hold	1,175	–	–	0.02%	217
2014 Q1	$48K	Hold	1,175	–	–	0.02%	221
2013 Q4	$49K	Hold	1,175	–	–	0.03%	203
2013 Q3	$48K	Hold	1,175	–	–	0.03%	200
2013 Q2	$45K	Buy	+1,175	New	+$48.8K	0.03%	195

Other funds holding EEM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

BP London, United Kingdom $17.7M AUM 12.34% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gary Goldberg Planning Services's EEM Position: Q4 2014 in Review

Gary Goldberg Planning Services held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q4 2014 at 1,175 shares worth $46K. The position accounts for 0.02% of the portfolio, ranked #226.

Gary Goldberg Planning Services first reported a position in EEM in Q2 2013 and has held it in 7 quarters since. The position peaked at $51K in Q2 2014. 844 funds tracked by Wall St. Rank hold EEM as of Q4 2014.

Gary Goldberg Planning Services held 1,175 shares of iShares MSCI Emerging Markets ETF worth $46K as of Q4 2014.
Gary Goldberg Planning Services left its iShares MSCI Emerging Markets ETF share count unchanged in Q4 2014.
iShares MSCI Emerging Markets ETF made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #226 holding.
Gary Goldberg Planning Services first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's iShares MSCI Emerging Markets ETF position peaked at $51K in Q2 2014.
844 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.