Hefty Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-1,167	Closed	-$55K	–	248
2017 Q4	$55K	Sell	1,167 -19,205	-94%	-$889K	0.03%	138
2017 Q3	$913K	Sell	20,372 -5,434	-21%	-$239K	0.6%	49
2017 Q2	$1.07M	Buy	25,806 +25,727	+32,566%	+$1.05M	0.73%	44
2017 Q1	$3K	Sell	79 -20,092	-100%	-$763K	﹤0.01%	217
2016 Q4	$706K	Buy	20,171 +2,460	+14%	+$88.7K	0.59%	49
2016 Q3	$663K	Buy	+17,711	New	+$647K	0.5%	64

Other funds holding EEM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Hefty Wealth Partners's EEM Position: Q1 2018 in Review

Hefty Wealth Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2018, closing a stake of 1,167 shares — an estimated $55K sold.

Hefty Wealth Partners first reported a position in EEM in Q3 2016 and held it in 6 quarters. The position peaked at $1.07M in Q2 2017. 1,143 funds tracked by Wall St. Rank hold EEM as of Q1 2018.

Hefty Wealth Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 1,167 iShares MSCI Emerging Markets ETF shares in Q1 2018, an estimated $55K.
Hefty Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q3 2016 and held it in 6 quarters.
Hefty Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $1.07M in Q2 2017.
1,143 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.