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Means Investment Company’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Means Investment Company’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
2021
Q4 		– Sell
-144,382
Closed -$7.27M – 217
2021
Q3 		$7.27M Buy
144,382
+5,321
+4% +$277K 1.44% 14
2021
Q2 		$7.67M Buy
139,061
+9,861
+8% +$536K 1.53% 13
2021
Q1 		$6.89M Buy
129,200
+120,765
+1,432% +$6.61M 1.57% 14
2020
Q4 		$487K Buy
8,435
+2,044
+32% +$98.3K 0.11% 107
2020
Q3 		$306K Sell
6,391
-203
-3% -$8.91K 0.08% 113
2020
Q2 		$289K Sell
6,594
-1,241
-16% -$46.5K 0.09% 113
2020
Q1 		$280K Sell
7,835
-151
-2% -$6.2K 0.11% 103
2019
Q4 		$369K Sell
7,986
-717
-8% -$30.8K 0.12% 104
2019
Q3 		$380K Sell
8,703
-387
-4% -$16K 0.14% 98
2019
Q2 		$387K Sell
9,090
-465
-5% -$19.7K 0.16% 96
2019
Q1 		$410K Buy
9,555
+1,087
+13% +$45.7K 0.18% 90
2018
Q4 		$331K Buy
+8,468
New +$339K 0.18% 95

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Means Investment Company's EEM Position: Q4 2021 in Review

Means Investment Company sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 144,382 shares — an estimated $7.27M sold.

Means Investment Company first reported a position in EEM in Q4 2018 and held it in 12 quarters. The position peaked at $7.67M in Q2 2021. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

  • Means Investment Company reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Means Investment Company sold 144,382 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $7.27M.
  • Means Investment Company first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 12 quarters.
  • Means Investment Company's iShares MSCI Emerging Markets ETF position peaked at $7.67M in Q2 2021.
  • 1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Means Investment Company's 13F filing for Q4 2021, filed 14 Feb 2022.