Newman & Schimel’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Newman & Schimel’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
2022 Q1	–	Sell	-6,150	Closed	-$368K	–	48
2021 Q4	$368K	Sell	6,150 -15,694	-72%	-$790K	0.21%	35
2021 Q3	$1.35M	Buy	21,844 +371	+2%	+$19.3K	0.84%	15
2021 Q2	$1.44M	Buy	21,473 +461	+2%	+$25K	0.9%	13
2021 Q1	$1.35M	Buy	21,012 +5,373	+34%	+$294K	0.9%	13
2020 Q4	$970K	Buy	+15,639	New	+$752K	0.81%	12

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Newman & Schimel's EEM Position: Q1 2022 in Review

Newman & Schimel sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2022, closing a stake of 6,150 shares — an estimated $368K sold.

Newman & Schimel first reported a position in EEM in Q4 2020 and held it in 5 quarters. The position peaked at $1.44M in Q2 2021. 1,306 funds tracked by Wall St. Rank hold EEM as of Q1 2022.

Newman & Schimel reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Newman & Schimel sold 6,150 iShares MSCI Emerging Markets ETF shares in Q1 2022, an estimated $368K.
Newman & Schimel first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
Newman & Schimel's iShares MSCI Emerging Markets ETF position peaked at $1.44M in Q2 2021.
1,306 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2022.

Based on Newman & Schimel's 13F filing for Q1 2022, filed 15 Apr 2022.