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

Geller 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
2019 Q3	–	Sell	-5,000	Closed	-$215K	–	70
2019 Q2	$215K	Hold	5,000	–	–	0.08%	23
2019 Q1	$215K	Buy	+5,000	New	+$210K	0.09%	23
2018 Q4	–	Sell	-5,000	Closed	-$215K	–	29
2018 Q3	$215K	Hold	5,000	–	–	0.13%	29
2018 Q2	$217K	Hold	5,000	–	–	0.09%	28
2018 Q1	$241K	Buy	+5,000	New	+$245K	0.12%	23

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geller Advisors's EEM Position: Q3 2019 in Review

Geller Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2019, closing a stake of 5,000 shares — an estimated $215K sold.

Geller Advisors first reported a position in EEM in Q1 2018 and held it in 5 quarters. The position peaked at $241K in Q1 2018. 1,154 funds tracked by Wall St. Rank hold EEM as of Q3 2019.

Geller Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
Geller Advisors sold 5,000 iShares MSCI Emerging Markets ETF shares in Q3 2019, an estimated $215K.
Geller Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and held it in 5 quarters.
Geller Advisors's iShares MSCI Emerging Markets ETF position peaked at $241K in Q1 2018.
1,154 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2019.

Based on Geller Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.