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Mark Sheptoff Financial Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q1 		– Sell
-300
Closed -$15K – 444
2021
Q4 		$15K Hold
300
– – 0.01% 278
2021
Q3 		$15K Hold
300
– – 0.01% 270
2021
Q2 		$17K Buy
+300
New +$16.3K 0.01% 285

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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

Mark Sheptoff Financial Planning's EEM Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2022, closing a stake of 300 shares — an estimated $15K sold.

Mark Sheptoff Financial Planning first reported a position in EEM in Q2 2021 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 1,306 funds tracked by Wall St. Rank hold EEM as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 iShares MSCI Emerging Markets ETF shares in Q1 2022, an estimated $15K.
  • Mark Sheptoff Financial Planning first reported a position in iShares MSCI Emerging Markets ETF in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's iShares MSCI Emerging Markets ETF position peaked at $17K in Q2 2021.
  • 1,306 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.