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

Personal Financial Consultants’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
2019
Q2 		$738K Buy
17,191
+113
+0.7% +$4.8K 0.55% 17
2019
Q1 		$733K Hold
17,078
– – 0.56% 16
2018
Q4 		$667K Buy
17,078
+233
+1% +$9.33K 0.56% 25
2018
Q3 		$723K Buy
+16,845
New +$727K 0.53% 23

Other funds holding EEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Personal Financial Consultants's EEM Position: Q2 2019 in Review

Personal Financial Consultants increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.66% in Q2 2019, buying an estimated $4.8K and bringing the position to 17,191 shares worth $738K. The position accounts for 0.55% of the portfolio, ranked #17.

Personal Financial Consultants first reported a position in EEM in Q3 2018 and has held it in 4 quarters since. 1,202 funds tracked by Wall St. Rank hold EEM as of Q2 2019.

  • Personal Financial Consultants held 17,191 shares of iShares MSCI Emerging Markets ETF worth $738K as of Q2 2019.
  • Personal Financial Consultants bought 113 iShares MSCI Emerging Markets ETF shares in Q2 2019, an estimated $4.8K.
  • iShares MSCI Emerging Markets ETF made up 0.55% of Personal Financial Consultants's portfolio in Q2 2019, its #17 holding.
  • Personal Financial Consultants first reported a position in iShares MSCI Emerging Markets ETF in Q3 2018 and has held it in 4 quarters since.
  • 1,202 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.