McElhenny Sheffield Capital Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,678
Closed -$101K 224
2022
Q4
$101K Buy
+2,678
New +$98.8K 0.05% 128
2022
Q1
Sell
-6,249
Closed -$305K 117
2021
Q4
$305K Sell
6,249
-5,626
-47% -$283K 0.11% 95
2021
Q3
$598K Buy
+11,875
New +$618K 0.27% 62

Other funds holding EEM

McElhenny Sheffield Capital Management's EEM Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2023, closing a stake of 2,678 shares — an estimated $101K sold.

McElhenny Sheffield Capital Management first reported a position in EEM in Q3 2021 and held it in 3 quarters. The position peaked at $598K in Q3 2021. 1,316 funds tracked by Wall St. Rank hold EEM as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 2,678 iShares MSCI Emerging Markets ETF shares in Q1 2023, an estimated $101K.
  • McElhenny Sheffield Capital Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2021 and held it in 3 quarters.
  • McElhenny Sheffield Capital Management's iShares MSCI Emerging Markets ETF position peaked at $598K in Q3 2021.
  • 1,316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.