Independence Trust’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Independence Trust’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
2017 Q4	$491K	Hold	10,430	–	–	0.54%	33
2017 Q3	$467K	Hold	10,430	–	–	0.53%	34
2017 Q2	$432K	Hold	10,430	–	–	0.51%	36
2017 Q1	$411K	Hold	10,430	–	–	0.53%	36
2016 Q4	$365K	Hold	10,430	–	–	0.5%	40
2016 Q3	$391K	Hold	10,430	–	–	0.64%	28
2016 Q2	$358K	Hold	10,430	–	–	0.55%	36
2016 Q1	$357K	Hold	10,430	–	–	0.56%	35
2015 Q4	$336K	Hold	10,430	–	–	0.44%	48
2015 Q3	$342K	Hold	10,430	–	–	0.35%	57
2015 Q2	$413K	Sell	10,430 -2,980	-22%	-$125K	0.28%	64
2015 Q1	$538K	Buy	13,410 +35	+0.3%	+$1.39K	0.34%	53
2014 Q4	$526K	Hold	13,375	–	–	0.32%	61
2014 Q3	$556K	Buy	13,375 +20	+0.1%	+$884	0.37%	49
2014 Q2	$577K	Hold	13,355	–	–	0.37%	48
2014 Q1	$548K	Buy	13,355 +1,510	+13%	+$59.2K	0.38%	45
2013 Q4	$495K	Buy	11,845 +1,415	+14%	+$59.3K	0.34%	45
2013 Q3	$425K	Hold	10,430	–	–	0.31%	51
2013 Q2	$402K	Buy	+10,430	New	+$433K	0.29%	56

Other funds holding EEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

Independence Trust's EEM Position: Q4 2017 in Review

Independence Trust held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q4 2017 at 10,430 shares worth $491K. The position accounts for 0.54% of the portfolio, ranked #33.

Independence Trust first reported a position in EEM in Q2 2013 and has held it in 19 quarters since. The position peaked at $577K in Q2 2014. 1,119 funds tracked by Wall St. Rank hold EEM as of Q4 2017.

Independence Trust held 10,430 shares of iShares MSCI Emerging Markets ETF worth $491K as of Q4 2017.
Independence Trust left its iShares MSCI Emerging Markets ETF share count unchanged in Q4 2017.
iShares MSCI Emerging Markets ETF made up 0.54% of Independence Trust's portfolio in Q4 2017, its #33 holding.
Independence Trust first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 19 quarters since.
Independence Trust's iShares MSCI Emerging Markets ETF position peaked at $577K in Q2 2014.
1,119 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.