Hochman Cole Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Hochman Cole Investment 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
2021 Q3	$315K	Sell	6,247 -1,086	-15%	-$56.5K	0.12%	103
2021 Q2	$404K	Buy	7,333 +14	+0.2%	+$761	0.16%	85
2021 Q1	$390K	Hold	7,319	–	–	0.16%	87
2020 Q4	$378K	Sell	7,319 -163	-2%	-$7.84K	0.16%	86
2020 Q3	$330K	Sell	7,482 -1,036	-12%	-$45.5K	0.16%	88
2020 Q2	$341K	Sell	8,518 -1,291	-13%	-$48.3K	0.19%	82
2020 Q1	$335K	Buy	9,809 +4,210	+75%	+$173K	0.23%	73
2019 Q4	$251K	Sell	5,599 -117	-2%	-$5.02K	0.14%	102
2019 Q3	$234K	Sell	5,716 -1,525	-21%	-$63K	0.15%	96
2019 Q2	$311K	Sell	7,241 -1,000	-12%	-$42.5K	0.19%	87
2019 Q1	$354K	Sell	8,241 -286	-3%	-$12K	0.21%	82
2018 Q4	$333K	Buy	8,527 +234	+3%	+$9.37K	0.23%	76
2018 Q3	$356K	Buy	8,293 +1,000	+14%	+$43.2K	0.22%	71
2018 Q2	$316K	Hold	7,293	–	–	0.21%	77
2018 Q1	$352K	Sell	7,293 -25	-0.3%	-$1.23K	0.25%	67
2017 Q4	$345K	Buy	7,318 +106	+1%	+$4.91K	0.22%	69
2017 Q3	$323K	Buy	7,212 +1,446	+25%	+$63.7K	0.21%	67
2017 Q2	$239K	Buy	+5,766	New	+$235K	0.17%	81

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

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

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

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

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

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

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

SLAM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Hochman Cole Investment Advisors's EEM Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 15% in Q3 2021, selling an estimated $56.5K and leaving 6,247 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #103.

Hochman Cole Investment Advisors first reported a position in EEM in Q2 2017 and has held it in 18 quarters since. The position peaked at $404K in Q2 2021. 1,278 funds tracked by Wall St. Rank hold EEM as of Q3 2021.

Hochman Cole Investment Advisors held 6,247 shares of iShares MSCI Emerging Markets ETF worth $315K as of Q3 2021.
Hochman Cole Investment Advisors sold 1,086 iShares MSCI Emerging Markets ETF shares in Q3 2021, an estimated $56.5K.
iShares MSCI Emerging Markets ETF made up 0.12% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #103 holding.
Hochman Cole Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2017 and has held it in 18 quarters since.
Hochman Cole Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $404K in Q2 2021.
1,278 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.