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

Nikulski Financial’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 Q3	–	Sell	-5,049	Closed	-$202K	–	124
2022 Q2	$202K	Sell	5,049 -33	-0.6%	-$1.38K	0.1%	120
2022 Q1	$229K	Sell	5,082 -1,950	-28%	-$92K	0.1%	118
2021 Q4	$344K	Sell	7,032 -2,774	-28%	-$140K	0.14%	99
2021 Q3	$494K	Sell	9,806 -485	-5%	-$25.2K	0.23%	84
2021 Q2	$547K	Buy	10,291 +5,526	+116%	+$300K	0.25%	82
2021 Q1	$254K	Buy	+4,765	New	+$261K	0.13%	111
2018 Q3	–	Sell	-9,645	Closed	-$418K	–	87
2018 Q2	$418K	Buy	9,645 +395	+4%	+$18.3K	0.39%	49
2018 Q1	$447K	Buy	9,250 +1,703	+23%	+$83.5K	0.44%	46
2017 Q4	$356K	Buy	+7,547	New	+$349K	0.38%	53

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nikulski Financial's EEM Position: Q3 2022 in Review

Nikulski Financial sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2022, closing a stake of 5,049 shares — an estimated $202K sold.

Nikulski Financial first reported a position in EEM in Q4 2017 and held it in 9 quarters. The position peaked at $547K in Q2 2021. 1,217 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

Nikulski Financial reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Nikulski Financial sold 5,049 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $202K.
Nikulski Financial first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 9 quarters.
Nikulski Financial's iShares MSCI Emerging Markets ETF position peaked at $547K in Q2 2021.
1,217 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Nikulski Financial's 13F filing for Q3 2022, filed 20 Oct 2022.