Global Financial Private Client’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Global Financial Private Client’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
2022 Q1	–	Sell	-130	Closed	-$6.35K	–	658
2021 Q4	$6.35K	Sell	130 -2,634	-95%	-$133K	﹤0.01%	436
2021 Q3	$139K	Buy	2,764 +1,714	+163%	+$89.2K	0.07%	158
2021 Q2	$57.6K	Buy	+1,050	New	+$57.1K	0.03%	233
2020 Q3	–	Sell	-50	Closed	-$2.02K	–	480
2020 Q2	$2.02K	Hold	50	–	–	﹤0.01%	445
2020 Q1	$1.63K	Hold	50	–	–	﹤0.01%	461
2019 Q4	$2.24K	Buy	+50	New	+$2.15K	﹤0.01%	467

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

Goldman Sachs New York $871B AUM 31.28% 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

Global Financial Private Client's EEM Position: Q1 2022 in Review

Global Financial Private Client sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2022, closing a stake of 130 shares — an estimated $6.35K sold.

Global Financial Private Client first reported a position in EEM in Q4 2019 and held it in 6 quarters. The position peaked at $139K in Q3 2021. 1,306 funds tracked by Wall St. Rank hold EEM as of Q1 2022.

Global Financial Private Client reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Global Financial Private Client sold 130 iShares MSCI Emerging Markets ETF shares in Q1 2022, an estimated $6.35K.
Global Financial Private Client first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and held it in 6 quarters.
Global Financial Private Client's iShares MSCI Emerging Markets ETF position peaked at $139K in Q3 2021.
1,306 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2022.

Based on Global Financial Private Client's 13F filing for Q1 2022, filed 16 May 2024.