LeJeune Puetz Investment Counsel’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

LeJeune Puetz Investment Counsel’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
2018 Q2	–	Sell	-2,100	Closed	-$101K	–	165
2018 Q1	$101K	Sell	2,100 -200	-9%	-$9.81K	0.06%	148
2017 Q4	$108K	Hold	2,300	–	–	0.07%	146
2017 Q3	$103K	Buy	+2,300	New	+$101K	0.07%	145

Other funds holding EEM

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

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

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

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

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

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

SLAM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LeJeune Puetz Investment Counsel's EEM Position: Q2 2018 in Review

LeJeune Puetz Investment Counsel sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2018, closing a stake of 2,100 shares — an estimated $101K sold.

LeJeune Puetz Investment Counsel first reported a position in EEM in Q3 2017 and held it in 3 quarters. The position peaked at $108K in Q4 2017. 1,096 funds tracked by Wall St. Rank hold EEM as of Q2 2018.

LeJeune Puetz Investment Counsel reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2018 after selling out during the quarter.
LeJeune Puetz Investment Counsel sold 2,100 iShares MSCI Emerging Markets ETF shares in Q2 2018, an estimated $101K.
LeJeune Puetz Investment Counsel first reported a position in iShares MSCI Emerging Markets ETF in Q3 2017 and held it in 3 quarters.
LeJeune Puetz Investment Counsel's iShares MSCI Emerging Markets ETF position peaked at $108K in Q4 2017.
1,096 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2018.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q2 2018, filed 26 Jul 2018.