Nations Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Nations Financial Group’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
2023 Q4	–	Sell	-11,116	Closed	-$422K	–	626
2023 Q3	$422K	Sell	11,116 -720	-6%	-$28.5K	0.04%	403
2023 Q2	$468K	Sell	11,836 -489	-4%	-$19.2K	0.05%	401
2023 Q1	$486K	Buy	12,325 +527	+4%	+$21K	0.05%	374
2022 Q4	$447K	Sell	11,798 -4,077	-26%	-$150K	0.05%	383
2022 Q3	$554K	Sell	15,875 -269	-2%	-$10.5K	0.08%	272
2022 Q2	$647K	Sell	16,144 -2,627	-14%	-$110K	0.09%	249
2022 Q1	$848K	Sell	18,771 -8,092	-30%	-$382K	0.1%	216
2021 Q4	$1.31M	Buy	26,863 +4,091	+18%	+$206K	0.17%	142
2021 Q3	$1.15M	Buy	+22,772	New	+$1.19M	0.17%	149

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Nations Financial Group's EEM Position: Q4 2023 in Review

Nations Financial Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 11,116 shares — an estimated $422K sold.

Nations Financial Group first reported a position in EEM in Q3 2021 and held it in 9 quarters. The position peaked at $1.31M in Q4 2021. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

Nations Financial Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Nations Financial Group sold 11,116 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $422K.
Nations Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q3 2021 and held it in 9 quarters.
Nations Financial Group's iShares MSCI Emerging Markets ETF position peaked at $1.31M in Q4 2021.
1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Nations Financial Group's 13F filing for Q4 2023, filed 9 Feb 2024.