Kaizen Financial Strategies’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Kaizen Financial Strategies’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
2022 Q2	–	Sell	-5,421	Closed	-$245K	–	126
2022 Q1	$245K	Sell	5,421 -718	-12%	-$33.9K	0.19%	115
2021 Q4	$300K	Buy	6,139 +75	+1%	+$3.77K	0.22%	106
2021 Q3	$305K	Buy	+6,064	New	+$316K	0.25%	100
2021 Q1	$322K	Hold	6,041	–	–	0.31%	99
2020 Q4	$312K	Buy	+6,041	New	+$290K	0.35%	86

Other funds holding EEM

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Kaizen Financial Strategies's EEM Position: Q2 2022 in Review

Kaizen Financial Strategies sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2022, closing a stake of 5,421 shares — an estimated $245K sold.

Kaizen Financial Strategies first reported a position in EEM in Q4 2020 and held it in 5 quarters. The position peaked at $322K in Q1 2021. 1,283 funds tracked by Wall St. Rank hold EEM as of Q2 2022.

Kaizen Financial Strategies reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Kaizen Financial Strategies sold 5,421 iShares MSCI Emerging Markets ETF shares in Q2 2022, an estimated $245K.
Kaizen Financial Strategies first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
Kaizen Financial Strategies's iShares MSCI Emerging Markets ETF position peaked at $322K in Q1 2021.
1,283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2022.

Based on Kaizen Financial Strategies's 13F filing for Q2 2022, filed 18 Jul 2022.