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JOYN Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

JOYN Advisors’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
2019
Q3 		– Sell
-6,185
Closed -$242K – 124
2019
Q2 		$242K Buy
+6,185
New +$263K 0.05% 100
2019
Q1 		– Sell
-7,207
Closed -$282K – 476
2018
Q4 		$282K Sell
7,207
-6,991
-49% -$280K 0.06% 80
2018
Q3 		$609K Sell
14,198
-2,322
-14% -$100K 0.11% 44
2018
Q2 		$716K Buy
16,520
+2,112
+15% +$97.8K 0.15% 39
2018
Q1 		$696K Sell
14,408
-27
-0.2% -$1.32K 0.15% 45
2017
Q4 		$680K Sell
14,435
-7,097
-33% -$328K 0.14% 63
2017
Q3 		$965K Buy
21,532
+75
+0.3% +$3.3K 0.27% 18
2017
Q2 		$888K Hold
21,457
– – 0.26% 18
2017
Q1 		$845K Sell
21,457
-2,423
-10% -$92K 0.28% 19
2016
Q4 		$836K Sell
23,880
-591
-2% -$21.3K 0.29% 19
2016
Q3 		$916K Buy
24,471
+591
+2% +$21.6K 0.32% 15
2016
Q2 		$821K Sell
23,880
-1,446
-6% -$48.5K 0.31% 17
2016
Q1 		$867K Sell
25,326
-9,111
-26% -$282K 0.34% 15
2015
Q4 		$1.11M Sell
34,437
-18,714
-35% -$642K 0.44% 18
2015
Q3 		$1.74M Sell
53,151
-5,779
-10% -$204K 0.68% 13
2015
Q2 		$2.33M Sell
58,930
-4,368
-7% -$183K 0.96% 8
2015
Q1 		$2.54M Buy
63,298
+277
+0.4% +$11K 1.02% 8
2014
Q4 		$2.48M Buy
63,021
+11,844
+23% +$481K 1.02% 12
2014
Q3 		$2.13M Sell
51,177
-1,332
-3% -$58.9K 0.89% 10
2014
Q2 		$2.27M Sell
52,509
-6,471
-11% -$275K 1.01% 8
2014
Q1 		$2.42M Sell
58,980
-40,409
-41% -$1.59M 1.1% 8
2013
Q4 		$4.15M Sell
99,389
-17,385
-15% -$728K 2.18% 6
2013
Q3 		$4.76M Buy
+116,774
New +$4.62M 2.38% 8
2013
Q2 		– Hold
0
– – – 4

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JOYN Advisors's EEM Position: Q3 2019 in Review

JOYN Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2019, closing a stake of 6,185 shares — an estimated $242K sold.

JOYN Advisors first reported a position in EEM in Q3 2013 and held it in 23 quarters. The position peaked at $4.76M in Q3 2013. 1,153 funds tracked by Wall St. Rank hold EEM as of Q3 2019.

  • JOYN Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
  • JOYN Advisors sold 6,185 iShares MSCI Emerging Markets ETF shares in Q3 2019, an estimated $242K.
  • JOYN Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2013 and held it in 23 quarters.
  • JOYN Advisors's iShares MSCI Emerging Markets ETF position peaked at $4.76M in Q3 2013.
  • 1,153 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2019.

Based on JOYN Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.