LifePlan Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

LifePlan Financial Group’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
2020 Q3	$11K	Hold	239	–	–	﹤0.01%	401
2020 Q2	$10K	Hold	239	–	–	﹤0.01%	411
2020 Q1	$8K	Sell	239 -65	-21%	-$2.67K	﹤0.01%	410
2019 Q4	$14K	Hold	304	–	–	0.01%	388
2019 Q3	$12K	Buy	304 +65	+27%	+$2.68K	0.01%	398
2019 Q2	$10K	Hold	239	–	–	﹤0.01%	400
2019 Q1	$10K	Hold	239	–	–	0.01%	403
2018 Q4	$9K	Hold	239	–	–	0.01%	393
2018 Q3	$10K	Hold	239	–	–	0.01%	385
2018 Q2	$10K	Sell	239 -71	-23%	-$3.29K	0.01%	375
2018 Q1	$15K	Buy	+310	New	+$15.2K	0.01%	338
2014 Q2	–	Sell	-690	Closed	-$28K	–	107
2014 Q1	$28K	Hold	690	–	–	0.02%	133
2013 Q4	$29K	Hold	690	–	–	0.02%	122
2013 Q3	$28K	Hold	690	–	–	0.02%	117
2013 Q2	$27K	Buy	+690	New	+$28.6K	0.03%	86

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SLAM

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

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

LifePlan Financial Group's EEM Position: Q3 2020 in Review

LifePlan Financial Group held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2020 at 239 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

LifePlan Financial Group first reported a position in EEM in Q2 2013 and has held it in 15 quarters since. The position peaked at $29K in Q4 2013. 1,146 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

LifePlan Financial Group held 239 shares of iShares MSCI Emerging Markets ETF worth $11K as of Q3 2020.
LifePlan Financial Group left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2020.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #401 holding.
LifePlan Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's iShares MSCI Emerging Markets ETF position peaked at $29K in Q4 2013.
1,146 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.