Oak Family Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Oak Family Advisors’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	-4,459	Closed	-$218K	–	145
2021 Q4	$218K	Buy	4,459 +14	+0.3%	+$704	0.08%	148
2021 Q3	$224K	Sell	4,445 -300	-6%	-$15.6K	0.08%	136
2021 Q2	$262K	Buy	4,745 +4	+0.1%	+$217	0.11%	86
2021 Q1	$253K	Sell	4,741 -135	-3%	-$7.39K	0.11%	83
2020 Q4	$252K	Buy	+4,876	New	+$234K	0.13%	88

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

Oak Family Advisors's EEM Position: Q1 2022 in Review

Oak Family Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2022, closing a stake of 4,459 shares — an estimated $218K sold.

Oak Family Advisors first reported a position in EEM in Q4 2020 and held it in 5 quarters. The position peaked at $262K in Q2 2021. 1,306 funds tracked by Wall St. Rank hold EEM as of Q1 2022.

Oak Family Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Oak Family Advisors sold 4,459 iShares MSCI Emerging Markets ETF shares in Q1 2022, an estimated $218K.
Oak Family Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
Oak Family Advisors's iShares MSCI Emerging Markets ETF position peaked at $262K in Q2 2021.
1,306 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2022.

Based on Oak Family Advisors's 13F filing for Q1 2022, filed 3 May 2022.