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Paul John Balson’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Paul John Balson’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
Q4 		$861K Buy
16,661
+7,135
+75% +$343K 0.18% 40
2020
Q3 		$420K Sell
9,526
-3,159
-25% -$139K 0.1% 55
2020
Q2 		$507K Sell
12,685
-1,023
-7% -$38.3K 0.19% 44
2020
Q1 		$468K Buy
+13,708
New +$562K 0.25% 37

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Paul John Balson's EEM Position: Q4 2020 in Review

Paul John Balson increased its iShares MSCI Emerging Markets ETF (EEM) stake by 75% in Q4 2020, buying an estimated $343K and bringing the position to 16,661 shares worth $861K. The position accounts for 0.18% of the portfolio, ranked #40.

Paul John Balson first reported a position in EEM in Q1 2020 and has held it in 4 quarters since. 1,315 funds tracked by Wall St. Rank hold EEM as of Q4 2020.

  • Paul John Balson held 16,661 shares of iShares MSCI Emerging Markets ETF worth $861K as of Q4 2020.
  • Paul John Balson bought 7,135 iShares MSCI Emerging Markets ETF shares in Q4 2020, an estimated $343K.
  • iShares MSCI Emerging Markets ETF made up 0.18% of Paul John Balson's portfolio in Q4 2020, its #40 holding.
  • Paul John Balson first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 4 quarters since.
  • 1,315 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.