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

KCM Investment 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
2023
Q3 		– Sell
-48,731
Closed -$1.93M – 373
2023
Q2 		$1.93M Sell
48,731
-50
-0.1% -$1.97K 0.08% 154
2023
Q1 		$1.92M Buy
48,781
+9,230
+23% +$367K 0.08% 161
2022
Q4 		$1.5M Buy
+39,551
New +$1.46M 0.06% 179
2021
Q2 		– Sell
-4,955
Closed -$264K – 390
2021
Q1 		$264K Buy
+4,955
New +$271K 0.01% 323
2018
Q2 		– Sell
-7,405
Closed -$358K – 529
2018
Q1 		$358K Hold
7,405
– – 0.02% 409
2017
Q4 		$349K Buy
7,405
+100
+1% +$4.63K 0.02% 412
2017
Q3 		$327K Sell
7,305
-130
-2% -$5.72K 0.02% 416
2017
Q2 		$308K Buy
7,435
+130
+2% +$5.29K 0.02% 434
2017
Q1 		$288K Sell
7,305
-2,215
-23% -$84.1K 0.02% 447
2016
Q4 		$333K Sell
9,520
-747
-7% -$26.9K 0.02% 422
2016
Q3 		$385K Buy
10,267
+375
+4% +$13.7K 0.03% 409
2016
Q2 		$340K Buy
9,892
+716
+8% +$24K 0.02% 416
2016
Q1 		$314K Sell
9,176
-2,919
-24% -$90.4K 0.02% 413
2015
Q4 		$389K Sell
12,095
-4,278
-26% -$147K 0.03% 378
2015
Q3 		$537K Sell
16,373
-19,887
-55% -$702K 0.04% 328
2015
Q2 		$1.44M Buy
36,260
+3,775
+12% +$158K 0.11% 211
2015
Q1 		$1.3M Buy
32,485
+1,977
+6% +$78.6K 0.1% 217
2014
Q4 		$1.2M Buy
30,508
+16,313
+115% +$663K 0.1% 224
2014
Q3 		$590K Sell
14,195
-569
-4% -$25.2K 0.05% 291
2014
Q2 		$638K Sell
14,764
-670
-4% -$28.4K 0.06% 280
2014
Q1 		$633K Sell
15,434
-1,506
-9% -$59.1K 0.07% 265
2013
Q4 		$708K Buy
16,940
+2,415
+17% +$101K 0.08% 247
2013
Q3 		$592K Buy
14,525
+2,849
+24% +$113K 0.07% 260
2013
Q2 		$450K Buy
+11,676
New +$485K 0.05% 296

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

KCM Investment Advisors's EEM Position: Q3 2023 in Review

KCM Investment Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2023, closing a stake of 48,731 shares — an estimated $1.93M sold.

KCM Investment Advisors first reported a position in EEM in Q2 2013 and held it in 24 quarters. The position peaked at $1.93M in Q2 2023. 1,277 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

  • KCM Investment Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 48,731 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $1.93M.
  • KCM Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 24 quarters.
  • KCM Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.93M in Q2 2023.
  • 1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on KCM Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.