New England Professional Planning Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

New England Professional Planning 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
2020 Q1	–	Sell	-4,839	Closed	-$217K	–	49
2019 Q4	$217K	Buy	+4,839	New	+$208K	0.17%	51
2018 Q3	$208K	Hold	4,839	–	–	0.24%	45
2018 Q2	$210K	Hold	4,839	–	–	0.27%	35
2018 Q1	$227K	Hold	4,839	–	–	0.3%	34
2017 Q4	$235K	Buy	+4,839	New	+$224K	0.29%	35
2016 Q2	$530K	Hold	14,774	–	–	0.59%	22
2016 Q1	$504K	Hold	14,774	–	–	0.51%	22
2015 Q4	$476K	Buy	14,774 +274	+2%	+$9.39K	0.53%	20
2015 Q3	$499K	Hold	14,500	–	–	0.56%	21
2015 Q2	$574K	Hold	14,500	–	–	0.75%	15
2015 Q1	$629K	Hold	14,500	–	–	0.85%	12
2014 Q4	$582K	Buy	+14,500	New	+$589K	0.86%	14

Other funds holding EEM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Retirement Systems of Alabama

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance)

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return