Marshall Financial Group (Pennsylvania)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Marshall Financial Group (Pennsylvania)’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 Q3	–	Sell	-5,150	Closed	-$207K	–	54
2022 Q2	$207K	Hold	5,150	–	–	0.09%	52
2022 Q1	$233K	Hold	5,150	–	–	0.09%	51
2021 Q4	$252K	Hold	5,150	–	–	0.1%	52
2021 Q3	$259K	Hold	5,150	–	–	0.11%	52
2021 Q2	$284K	Sell	5,150 -542	-10%	-$29.4K	0.12%	51
2021 Q1	$304K	Hold	5,692	–	–	0.14%	46
2020 Q4	$294K	Sell	5,692 -1,038	-15%	-$49.9K	0.14%	47
2020 Q3	$297K	Hold	6,730	–	–	0.18%	45
2020 Q2	$269K	Hold	6,730	–	–	0.18%	43
2020 Q1	$230K	Sell	6,730 -2,841	-30%	-$117K	0.19%	43
2019 Q4	$429K	Hold	9,571	–	–	0.29%	36
2019 Q3	$391K	Hold	9,571	–	–	0.3%	36
2019 Q2	$411K	Hold	9,571	–	–	0.31%	36
2019 Q1	$411K	Hold	9,571	–	–	0.34%	35
2018 Q4	$374K	Buy	+9,571	New	+$383K	0.35%	34

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s EEM Position: Q3 2022 in Review

Marshall Financial Group (Pennsylvania) sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2022, closing a stake of 5,150 shares — an estimated $207K sold.

Marshall Financial Group (Pennsylvania) first reported a position in EEM in Q4 2018 and held it in 15 quarters. The position peaked at $429K in Q4 2019. 1,217 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

Marshall Financial Group (Pennsylvania) reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Marshall Financial Group (Pennsylvania) sold 5,150 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $207K.
Marshall Financial Group (Pennsylvania) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 15 quarters.
Marshall Financial Group (Pennsylvania)'s iShares MSCI Emerging Markets ETF position peaked at $429K in Q4 2019.
1,217 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2022, filed 14 Nov 2022.