Kathryn A. Hall’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Kathryn A. Hall’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
2023 Q2	–	Sell	-126,690	Closed	-$5M	–	54
2023 Q1	$5M	Buy	+126,690	New	+$5.04M	1.46%	17
2015 Q3	–	Sell	-87,739	Closed	-$3.48M	–	7
2015 Q2	$3.48M	Hold	87,739	–	–	1.8%	5
2015 Q1	$3.52M	Hold	87,739	–	–	1.22%	7
2014 Q4	$3.45M	Hold	87,739	–	–	0.96%	9
2014 Q3	$3.79M	Hold	87,739	–	–	0.99%	9
2014 Q2	$3.79M	Sell	87,739 -50,031	-36%	-$2.12M	0.66%	12
2014 Q1	$3.6M	Hold	137,770	–	–	1.32%	7
2013 Q4	$5.75M	Buy	137,770 +27,042	+24%	+$1.13M	2.18%	7
2013 Q3	$4.51M	Buy	+110,728	New	+$4.38M	1.76%	7

Other funds holding EEM

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

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

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kathryn A. Hall's EEM Position: Q2 2023 in Review

Kathryn A. Hall sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2023, closing a stake of 126,690 shares — an estimated $5M sold.

Kathryn A. Hall first reported a position in EEM in Q3 2013 and held it in 9 quarters. The position peaked at $5.75M in Q4 2013. 1,324 funds tracked by Wall St. Rank hold EEM as of Q2 2023.

Kathryn A. Hall reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Kathryn A. Hall sold 126,690 iShares MSCI Emerging Markets ETF shares in Q2 2023, an estimated $5M.
Kathryn A. Hall first reported a position in iShares MSCI Emerging Markets ETF in Q3 2013 and held it in 9 quarters.
Kathryn A. Hall's iShares MSCI Emerging Markets ETF position peaked at $5.75M in Q4 2013.
1,324 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2023.

Based on Kathryn A. Hall's 13F filing for Q2 2023, filed 11 Aug 2023.