MPS Loria Financial Planners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-22,666	Closed	-$1.21M	–	244
2021 Q1	$1.21M	Sell	22,666 -3,558	-14%	-$195K	0.56%	20
2020 Q4	$1.36M	Sell	26,224 -423	-2%	-$20.3K	0.61%	19
2020 Q3	$1.18M	Buy	26,647 +288	+1%	+$12.6K	0.61%	20
2020 Q2	$1.05M	Sell	26,359 -946	-3%	-$35.4K	0.56%	21
2020 Q1	$931K	Buy	27,305 +444	+2%	+$18.2K	0.72%	21
2019 Q4	$1.21M	Sell	26,861 -245	-0.9%	-$10.5K	0.71%	19
2019 Q3	$1.11M	Sell	27,106 -2,346	-8%	-$96.9K	0.72%	17
2019 Q2	$1.26M	Buy	29,452 +598	+2%	+$25.4K	0.81%	18
2019 Q1	$1.24M	Buy	28,854 +7,529	+35%	+$317K	0.82%	17
2018 Q4	$832K	Sell	21,325 -749	-3%	-$30K	0.6%	23
2018 Q3	$957K	Buy	22,074 +83	+0.4%	+$3.58K	0.6%	24
2018 Q2	$953K	Sell	21,991 -2,481	-10%	-$115K	0.96%	21
2018 Q1	$1.18M	Sell	24,472 -6,582	-21%	-$323K	0.83%	20
2017 Q4	$1.46M	Sell	31,054 -592	-2%	-$27.4K	1%	15
2017 Q3	$1.42M	Sell	31,646 -333	-1%	-$14.7K	1.01%	15
2017 Q2	$1.39M	Buy	+31,979	New	+$1.3M	0.93%	16

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MPS Loria Financial Planners's EEM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2021, closing a stake of 22,666 shares — an estimated $1.21M sold.

MPS Loria Financial Planners first reported a position in EEM in Q2 2017 and held it in 16 quarters. The position peaked at $1.46M in Q4 2017. 1,332 funds tracked by Wall St. Rank hold EEM as of Q2 2021.

MPS Loria Financial Planners reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 22,666 iShares MSCI Emerging Markets ETF shares in Q2 2021, an estimated $1.21M.
MPS Loria Financial Planners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2017 and held it in 16 quarters.
MPS Loria Financial Planners's iShares MSCI Emerging Markets ETF position peaked at $1.46M in Q4 2017.
1,332 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.