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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

New England Professional Planning Group's EEM Position: Q1 2020 in Review

New England Professional Planning Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2020, closing a stake of 4,839 shares — an estimated $217K sold.

New England Professional Planning Group first reported a position in EEM in Q4 2014 and held it in 12 quarters. The position peaked at $629K in Q1 2015. 1,144 funds tracked by Wall St. Rank hold EEM as of Q1 2020.

New England Professional Planning Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
New England Professional Planning Group sold 4,839 iShares MSCI Emerging Markets ETF shares in Q1 2020, an estimated $217K.
New England Professional Planning Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and held it in 12 quarters.
New England Professional Planning Group's iShares MSCI Emerging Markets ETF position peaked at $629K in Q1 2015.
1,144 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2020.

Based on New England Professional Planning Group's 13F filing for Q1 2020, filed 12 May 2020.