Marietta Investment Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Marietta Investment Partners’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
2019 Q2	–	Sell	-6,508	Closed	-$279K	–	144
2019 Q1	$279K	Hold	6,508	–	–	0.09%	127
2018 Q4	$254K	Hold	6,508	–	–	0.1%	117
2018 Q3	$279K	Hold	6,508	–	–	0.08%	126
2018 Q2	$282K	Hold	6,508	–	–	0.09%	118
2018 Q1	$314K	Sell	6,508 -300	-4%	-$14.7K	0.09%	114
2017 Q4	$321K	Hold	6,808	–	–	0.09%	120
2017 Q3	$305K	Hold	6,808	–	–	0.09%	111
2017 Q2	$282K	Sell	6,808 -50	-0.7%	-$2.04K	0.09%	118
2017 Q1	$270K	Sell	6,858 -1,350	-16%	-$51.3K	0.09%	121
2016 Q4	$287K	Sell	8,208 -4,620	-36%	-$167K	0.1%	113
2016 Q3	$480K	Sell	12,828 -3,370	-21%	-$123K	0.16%	104
2016 Q2	$557K	Buy	16,198 +1,490	+10%	+$50K	0.2%	87
2016 Q1	$504K	Buy	+14,708	New	+$456K	0.21%	90
2014 Q4	–	Sell	-5,353	Closed	-$222K	–	121
2014 Q3	$222K	Buy	+5,353	New	+$237K	0.1%	99
2014 Q1	–	Sell	-5,430	Closed	-$227K	–	126
2013 Q4	$227K	Sell	5,430 -100	-2%	-$4.19K	0.08%	122
2013 Q3	$225K	Sell	5,530 -120	-2%	-$4.75K	0.09%	125
2013 Q2	$218K	Buy	+5,650	New	+$234K	0.09%	122

Other funds holding EEM

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

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

SLAM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marietta Investment Partners's EEM Position: Q2 2019 in Review

Marietta Investment Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2019, closing a stake of 6,508 shares — an estimated $279K sold.

Marietta Investment Partners first reported a position in EEM in Q2 2013 and held it in 17 quarters. The position peaked at $557K in Q2 2016. 1,202 funds tracked by Wall St. Rank hold EEM as of Q2 2019.

Marietta Investment Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
Marietta Investment Partners sold 6,508 iShares MSCI Emerging Markets ETF shares in Q2 2019, an estimated $279K.
Marietta Investment Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 17 quarters.
Marietta Investment Partners's iShares MSCI Emerging Markets ETF position peaked at $557K in Q2 2016.
1,202 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2019.

Based on Marietta Investment Partners's 13F filing for Q2 2019, filed 13 Aug 2019.