Joseph P. Lucia & Associates’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Joseph P. Lucia & Associates’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
2021 Q4	–	Sell	-250	Closed	-$13K	–	241
2021 Q3	$13K	Hold	250	–	–	0.01%	352
2021 Q2	$14K	Hold	250	–	–	0.01%	355
2021 Q1	$13K	Hold	250	–	–	0.01%	337
2020 Q4	$13K	Buy	+250	New	+$12K	0.01%	306
2020 Q3	–	Sell	-250	Closed	-$10K	–	182
2020 Q2	$10K	Hold	250	–	–	0.01%	310
2020 Q1	$9K	Hold	250	–	–	0.01%	292
2019 Q4	$11K	Hold	250	–	–	0.01%	304
2019 Q3	$10K	Hold	250	–	–	0.01%	315
2019 Q2	$11K	Buy	+250	New	+$10.6K	0.01%	291

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

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

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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Joseph P. Lucia & Associates's EEM Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 250 shares — an estimated $13K sold.

Joseph P. Lucia & Associates first reported a position in EEM in Q2 2019 and held it in 9 quarters. The position peaked at $14K in Q2 2021. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

Joseph P. Lucia & Associates reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 250 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $13K.
Joseph P. Lucia & Associates first reported a position in iShares MSCI Emerging Markets ETF in Q2 2019 and held it in 9 quarters.
Joseph P. Lucia & Associates's iShares MSCI Emerging Markets ETF position peaked at $14K in Q2 2021.
1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.