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

Legacy 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 Q4	–	Sell	-5,000	Closed	-$204K	–	133
2019 Q3	$204K	Buy	5,000 +700	+16%	+$28.9K	0.15%	105
2019 Q2	$185K	Hold	4,300	–	–	0.13%	117
2019 Q1	$185K	Buy	+4,300	New	+$181K	0.06%	117
2018 Q4	–	Sell	-4,300	Closed	-$185K	–	197
2018 Q3	$185K	Buy	+4,300	New	+$186K	0.09%	142
2017 Q4	–	Sell	-890	Closed	-$39K	–	376
2017 Q3	$39K	Buy	+890	New	+$39.2K	0.04%	120

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Legacy Advisors's EEM Position: Q4 2019 in Review

Legacy Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2019, closing a stake of 5,000 shares — an estimated $204K sold.

Legacy Advisors first reported a position in EEM in Q3 2017 and held it in 5 quarters. The position peaked at $204K in Q3 2019. 1,324 funds tracked by Wall St. Rank hold EEM as of Q4 2019.

Legacy Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
Legacy Advisors sold 5,000 iShares MSCI Emerging Markets ETF shares in Q4 2019, an estimated $204K.
Legacy Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2017 and held it in 5 quarters.
Legacy Advisors's iShares MSCI Emerging Markets ETF position peaked at $204K in Q3 2019.
1,324 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2019.

Based on Legacy Advisors's 13F filing for Q4 2019, filed 21 Jan 2020.