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Planning Solutions Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Planning Solutions 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
2019
Q2 		$3.57M Sell
83,135
-2,263
-3% -$96.1K 1.84% 11
2019
Q1 		$3.67M Sell
85,398
-11,330
-12% -$477K 1.96% 10
2018
Q4 		$3.78M Buy
+96,728
New +$3.87M 2.3% 9

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 $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Solutions Group's EEM Position: Q2 2019 in Review

Planning Solutions Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.6% in Q2 2019, selling an estimated $96.1K and leaving 83,135 shares worth $3.57M. The position accounts for 1.84% of the portfolio, ranked #11.

Planning Solutions Group first reported a position in EEM in Q4 2018 and has held it in 3 quarters since. The position peaked at $3.78M in Q4 2018. 1,202 funds tracked by Wall St. Rank hold EEM as of Q2 2019.

  • Planning Solutions Group held 83,135 shares of iShares MSCI Emerging Markets ETF worth $3.57M as of Q2 2019.
  • Planning Solutions Group sold 2,263 iShares MSCI Emerging Markets ETF shares in Q2 2019, an estimated $96.1K.
  • iShares MSCI Emerging Markets ETF made up 1.84% of Planning Solutions Group's portfolio in Q2 2019, its #11 holding.
  • Planning Solutions Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's iShares MSCI Emerging Markets ETF position peaked at $3.78M in Q4 2018.
  • 1,202 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.