Ironwood Investment Counsel’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Ironwood Investment Counsel’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
2020 Q1	–	Sell	-5,000	Closed	-$224K	–	171
2019 Q4	$224K	Sell	5,000 -1,650	-25%	-$70.8K	0.08%	162
2019 Q3	$271K	Sell	6,650 -105	-2%	-$4.33K	0.1%	136
2019 Q2	$289K	Sell	6,755 -385	-5%	-$16.3K	0.11%	129
2019 Q1	$306K	Hold	7,140	–	–	0.12%	117
2018 Q4	$278K	Hold	7,140	–	–	0.12%	119
2018 Q3	$306K	Sell	7,140 -150	-2%	-$6.47K	0.12%	120
2018 Q2	$315K	Hold	7,290	–	–	0.14%	110
2018 Q1	$351K	Sell	7,290 -8,906	-55%	-$437K	0.16%	98
2017 Q4	$763K	Buy	16,196 +159	+1%	+$7.36K	0.28%	70
2017 Q3	$719K	Hold	16,037	–	–	0.29%	70
2017 Q2	$664K	Sell	16,037 -35	-0.2%	-$1.43K	0.25%	83
2017 Q1	$633K	Hold	16,072	–	–	0.27%	80
2016 Q4	$563K	Buy	16,072 +1,693	+12%	+$61.1K	0.25%	81
2016 Q3	$538K	Buy	14,379 +7,098	+97%	+$259K	0.25%	84
2016 Q2	$250K	Sell	7,281 -45	-0.6%	-$1.51K	0.15%	110
2016 Q1	$250K	Sell	7,326 -4,234	-37%	-$131K	0.13%	122
2015 Q4	$372K	Buy	11,560 +4,279	+59%	+$147K	0.21%	92
2015 Q3	$238K	Hold	7,281	–	–	0.13%	119
2015 Q2	$288K	Hold	7,281	–	–	0.15%	117
2015 Q1	$292K	Hold	7,281	–	–	0.15%	117
2014 Q4	$286K	Hold	7,281	–	–	0.14%	116
2014 Q3	$303K	Hold	7,281	–	–	0.16%	108
2014 Q2	$315K	Hold	7,281	–	–	0.16%	107
2014 Q1	$299K	Hold	7,281	–	–	0.16%	107
2013 Q4	$304K	Sell	7,281 -642	-8%	-$26.9K	0.17%	104
2013 Q3	$323K	Buy	7,923 +642	+9%	+$25.4K	0.21%	84
2013 Q2	$280K	Buy	+7,281	New	+$302K	0.18%	91

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

SLAM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ironwood Investment Counsel's EEM Position: Q1 2020 in Review

Ironwood Investment Counsel sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2020, closing a stake of 5,000 shares — an estimated $224K sold.

Ironwood Investment Counsel first reported a position in EEM in Q2 2013 and held it in 27 quarters. The position peaked at $763K in Q4 2017. 1,145 funds tracked by Wall St. Rank hold EEM as of Q1 2020.

Ironwood Investment Counsel reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Ironwood Investment Counsel sold 5,000 iShares MSCI Emerging Markets ETF shares in Q1 2020, an estimated $224K.
Ironwood Investment Counsel first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 27 quarters.
Ironwood Investment Counsel's iShares MSCI Emerging Markets ETF position peaked at $763K in Q4 2017.
1,145 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2020.

Based on Ironwood Investment Counsel's 13F filing for Q1 2020, filed 29 Apr 2020.