LDFR
EEM icon

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
2021
Q1 		– Sell
-1,000
Closed -$52K – 229
2020
Q4 		$52K Buy
+1,000
New +$48.1K 0.02% 145

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Northern Trust
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.