Jackson Financial Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$4.23M Buy
94,255
+13,425
+17% +$576K 2.18% 16
2019
Q3
$3.3M Buy
80,830
+475
+0.6% +$19.6K 1.99% 17
2019
Q2
$3.45M Buy
80,355
+1,025
+1% +$43.5K 2.25% 18
2019
Q1
$3.4M Buy
+79,330
New +$3.34M 2.26% 18

Other funds holding EEM

Jackson Financial Management's EEM Position: Q4 2019 in Review

Jackson Financial Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 17% in Q4 2019, buying an estimated $576K and bringing the position to 94,255 shares worth $4.23M. The position accounts for 2.18% of the portfolio, ranked #16.

Jackson Financial Management first reported a position in EEM in Q1 2019 and has held it in 4 quarters since. 1,323 funds tracked by Wall St. Rank hold EEM as of Q4 2019.

  • Jackson Financial Management held 94,255 shares of iShares MSCI Emerging Markets ETF worth $4.23M as of Q4 2019.
  • Jackson Financial Management bought 13,425 iShares MSCI Emerging Markets ETF shares in Q4 2019, an estimated $576K.
  • iShares MSCI Emerging Markets ETF made up 2.18% of Jackson Financial Management's portfolio in Q4 2019, its #16 holding.
  • Jackson Financial Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2019 and has held it in 4 quarters since.
  • 1,323 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.