LC
EEM icon

Lourd Capital’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Lourd Capital’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
2015
Q3 		– Sell
-18,835
Closed -$746K – 110
2015
Q2 		$746K Hold
18,835
– – 0.08% 48
2015
Q1 		$756K Hold
18,835
– – 0.07% 48
2014
Q4 		$740K Sell
18,835
-22,065
-54% -$897K 0.07% 46
2014
Q3 		$1.7M Hold
40,900
– – 0.17% 28
2014
Q2 		$1.77M Hold
40,900
– – 0.19% 27
2014
Q1 		$1.68M Sell
40,900
-10,807
-21% -$424K 0.18% 26
2013
Q4 		$2.16M Buy
51,707
+13,600
+36% +$569K 0.24% 22
2013
Q3 		$1.55M Hold
38,107
– – 0.18% 24
2013
Q2 		$1.47M Buy
+38,107
New +$1.58M 0.17% 28

Other funds holding EEM

BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return