Industrial Alliance Investment Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Industrial Alliance Investment Management’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
2023 Q3	–	Sell	-1,031	Closed	-$41K	–	56
2023 Q2	$41K	Sell	1,031 -820	-44%	-$32.2K	0.02%	135
2023 Q1	$73K	Sell	1,851 -3,263	-64%	-$130K	﹤0.01%	487
2022 Q4	$194K	Sell	5,114 -3,043	-37%	-$112K	0.01%	360
2022 Q3	$285K	Sell	8,157 -208	-2%	-$8.12K	0.01%	315
2022 Q2	$335K	Buy	8,365 +1,530	+22%	+$64.2K	0.01%	312
2022 Q1	$309K	Buy	6,835 +6,010	+728%	+$284K	0.01%	337
2021 Q4	$40K	Buy	+825	New	+$41.5K	﹤0.01%	383

Other funds holding EEM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Industrial Alliance Investment Management's EEM Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2023, closing a stake of 1,031 shares — an estimated $41K sold.

Industrial Alliance Investment Management first reported a position in EEM in Q4 2021 and held it in 7 quarters. The position peaked at $335K in Q2 2022. 1,277 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

Industrial Alliance Investment Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 1,031 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $41K.
Industrial Alliance Investment Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's iShares MSCI Emerging Markets ETF position peaked at $335K in Q2 2022.
1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.