Pinnacle Advisory Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$491K	Buy	+9,209	New	+$504K	0.02%	166
2018 Q3	–	Sell	-7,218	Closed	-$313K	–	162
2018 Q2	$313K	Sell	7,218 -18,213	-72%	-$843K	0.02%	119
2018 Q1	$1.23M	Sell	25,431 -275	-1%	-$13.5K	0.07%	66
2017 Q4	$1.21M	Buy	25,706 +1,003	+4%	+$46.4K	0.07%	71
2017 Q3	$1.11M	Buy	+24,703	New	+$1.09M	0.07%	67
2015 Q2	–	Sell	-12,710	Closed	-$510K	–	118
2015 Q1	$510K	Hold	12,710	–	–	0.05%	82
2014 Q4	$499K	Buy	12,710 +71	+0.6%	+$2.89K	0.05%	84
2014 Q3	$525K	Sell	12,639 -255	-2%	-$11.3K	0.07%	59
2014 Q2	$557K	Sell	12,894 -580	-4%	-$24.6K	0.07%	61
2014 Q1	$552K	Buy	13,474 +580	+4%	+$22.8K	0.06%	53
2013 Q4	$538K	Sell	12,894 -70	-0.5%	-$2.93K	0.06%	47
2013 Q3	$528K	Sell	12,964 -751	-5%	-$29.7K	0.06%	55
2013 Q2	$528K	Buy	+13,715	New	+$569K	0.07%	45

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Pinnacle Advisory Group's EEM Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q1 2021: 9,209 shares worth $491K. The stake represents 0.02% of the portfolio and ranks #166 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in EEM as recently as Q2 2018.

Pinnacle Advisory Group first reported a position in EEM in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.23M in Q1 2018. 1,357 funds tracked by Wall St. Rank hold EEM as of Q1 2021.

Pinnacle Advisory Group held 9,209 shares of iShares MSCI Emerging Markets ETF worth $491K as of Q1 2021.
iShares MSCI Emerging Markets ETF was a new Pinnacle Advisory Group position in Q1 2021.
iShares MSCI Emerging Markets ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #166 holding.
Pinnacle Advisory Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 13 quarters since.
Pinnacle Advisory Group's iShares MSCI Emerging Markets ETF position peaked at $1.23M in Q1 2018.
1,357 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.