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Hurlow Wealth Management Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Hurlow Wealth Management Group’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
-5,944
Closed -$255K – 95
2019
Q2 		$255K Hold
5,944
– – 0.27% 77
2019
Q1 		$261K Buy
+5,944
New +$250K 0.28% 77

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hurlow Wealth Management Group's EEM Position: Q3 2019 in Review

Hurlow Wealth Management Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2019, closing a stake of 5,944 shares — an estimated $255K sold.

Hurlow Wealth Management Group first reported a position in EEM in Q1 2019 and held it in 2 quarters. The position peaked at $261K in Q1 2019. 1,153 funds tracked by Wall St. Rank hold EEM as of Q3 2019.

  • Hurlow Wealth Management Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 5,944 iShares MSCI Emerging Markets ETF shares in Q3 2019, an estimated $255K.
  • Hurlow Wealth Management Group first reported a position in iShares MSCI Emerging Markets ETF in Q1 2019 and held it in 2 quarters.
  • Hurlow Wealth Management Group's iShares MSCI Emerging Markets ETF position peaked at $261K in Q1 2019.
  • 1,153 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2019.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2019, filed 16 Oct 2019.