Lehman & Derafelo Financial Resources’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$254K	Buy	6,713 +2,996	+81%	+$111K	0.08%	95
2022 Q3	$130K	Hold	3,717	–	–	0.04%	102
2022 Q2	$149K	Buy	+3,717	New	+$156K	0.05%	104
2021 Q4	–	Sell	-3,717	Closed	-$187K	–	119
2021 Q3	$187K	Hold	3,717	–	–	0.06%	107
2021 Q2	$205K	Buy	3,717 +125	+3%	+$6.79K	0.06%	119
2021 Q1	$192K	Hold	3,592	–	–	0.05%	122
2020 Q4	$186K	Hold	3,592	–	–	0.06%	122
2020 Q3	$158K	Hold	3,592	–	–	0.05%	137
2020 Q2	$144K	Sell	3,592 -6,155	-63%	-$230K	0.05%	130
2020 Q1	$333K	Sell	9,747 -52	-0.5%	-$2.13K	0.14%	67
2019 Q4	$440K	Hold	9,799	–	–	0.16%	64
2019 Q3	$401K	Buy	9,799 +52	+0.5%	+$2.15K	0.15%	61
2019 Q2	$418K	Sell	9,747 -667	-6%	-$28.3K	0.17%	59
2019 Q1	$447K	Hold	10,414	–	–	0.19%	59
2018 Q4	$407K	Buy	+10,414	New	+$417K	0.2%	56

Other funds holding EEM

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

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

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

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

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

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

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

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

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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Lehman & Derafelo Financial Resources's EEM Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its iShares MSCI Emerging Markets ETF (EEM) stake by 81% in Q4 2022, buying an estimated $111K and bringing the position to 6,713 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #95.

Lehman & Derafelo Financial Resources first reported a position in EEM in Q4 2018 and has held it in 15 quarters since. The position peaked at $447K in Q1 2019. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

Lehman & Derafelo Financial Resources held 6,713 shares of iShares MSCI Emerging Markets ETF worth $254K as of Q4 2022.
Lehman & Derafelo Financial Resources bought 2,996 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $111K.
iShares MSCI Emerging Markets ETF made up 0.08% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #95 holding.
Lehman & Derafelo Financial Resources first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 15 quarters since.
Lehman & Derafelo Financial Resources's iShares MSCI Emerging Markets ETF position peaked at $447K in Q1 2019.
1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.