Guild Investment Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Guild Investment Management’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 Q3	–	Sell	-72,681	Closed	-$2.88M	–	57
2023 Q2	$2.88M	Buy	72,681 +291	+0.4%	+$11.4K	4.04%	4
2023 Q1	$2.86M	Buy	+72,390	New	+$2.88M	4.38%	4
2021 Q1	–	Sell	-51,875	Closed	-$2.68M	–	75
2020 Q4	$2.68M	Buy	+51,875	New	+$2.49M	2.95%	10
2018 Q2	–	Sell	-180,710	Closed	-$8.72M	–	28
2018 Q1	$8.72M	Buy	+180,710	New	+$8.86M	12.13%	2
2017 Q4	–	Sell	-240,860	Closed	-$10.8M	–	42
2017 Q3	$10.8M	Sell	240,860 -160,970	-40%	-$7.09M	11.38%	1
2017 Q2	$16.6M	Buy	+401,830	New	+$16.4M	17.87%	1
2016 Q4	–	Sell	-65,700	Closed	-$2.46M	–	34
2016 Q3	$2.46M	Buy	+65,700	New	+$2.4M	2.46%	15

Other funds holding EEM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Guild Investment Management's EEM Position: Q3 2023 in Review

Guild Investment Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2023, closing a stake of 72,681 shares — an estimated $2.88M sold.

Guild Investment Management first reported a position in EEM in Q3 2016 and held it in 7 quarters. The position peaked at $16.6M in Q2 2017. 1,276 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

Guild Investment Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Guild Investment Management sold 72,681 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $2.88M.
Guild Investment Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2016 and held it in 7 quarters.
Guild Investment Management's iShares MSCI Emerging Markets ETF position peaked at $16.6M in Q2 2017.
1,276 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Guild Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.