Independent Portfolio Consultants’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Independent Portfolio Consultants’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 Q2	$1K	Sell	20 -29	-59%	-$1.18K	﹤0.01%	777
2017 Q1	$2K	Sell	49 -5	-9%	-$190	﹤0.01%	791
2016 Q4	$2K	Sell	54 -56,640	-100%	-$2.04M	﹤0.01%	749
2016 Q3	$2.12M	Buy	56,694 +1,590	+3%	+$58.1K	0.67%	19
2016 Q2	$1.89M	Sell	55,104 -935	-2%	-$31.4K	0.6%	31
2016 Q1	$1.92M	Buy	56,039 +46,585	+493%	+$1.44M	0.54%	38
2015 Q4	$304K	Hold	9,454	–	–	0.09%	276
2015 Q3	$310K	Hold	9,454	–	–	0.07%	299
2015 Q2	$375K	Hold	9,454	–	–	0.08%	284
2015 Q1	$379K	Hold	9,454	–	–	0.08%	279
2014 Q4	$371K	Buy	9,454 +2,272	+32%	+$92.3K	0.07%	286
2014 Q3	$298K	Sell	7,182 -105	-1%	-$4.64K	0.08%	399
2014 Q2	$315K	Sell	7,287 -291	-4%	-$12.4K	0.09%	365
2014 Q1	$310K	Buy	+7,578	New	+$297K	0.1%	355

Other funds holding EEM

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

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

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Independent Portfolio Consultants's EEM Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 59% in Q2 2017, selling an estimated $1.18K and leaving 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Independent Portfolio Consultants first reported a position in EEM in Q1 2014 and has held it in 14 quarters since. The position peaked at $2.12M in Q3 2016. 936 funds tracked by Wall St. Rank hold EEM as of Q2 2017.

Independent Portfolio Consultants held 20 shares of iShares MSCI Emerging Markets ETF worth $1K as of Q2 2017.
Independent Portfolio Consultants sold 29 iShares MSCI Emerging Markets ETF shares in Q2 2017, an estimated $1.18K.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #777 holding.
Independent Portfolio Consultants first reported a position in iShares MSCI Emerging Markets ETF in Q1 2014 and has held it in 14 quarters since.
Independent Portfolio Consultants's iShares MSCI Emerging Markets ETF position peaked at $2.12M in Q3 2016.
936 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.