Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-524
Closed -$19.9K – 163
2023
Q3 		$19.9K Buy
+524
New +$20.7K ﹤0.01% 269

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Legacy Financial Group (Iowa)'s EEM Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 524 shares — an estimated $19.9K sold.

Legacy Financial Group (Iowa) first reported a position in EEM in Q3 2023 and held it in 1 quarter. The position peaked at $19.9K in Q3 2023. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 524 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $19.9K.
  • Legacy Financial Group (Iowa) first reported a position in iShares MSCI Emerging Markets ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares MSCI Emerging Markets ETF position peaked at $19.9K in Q3 2023.
  • 1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.