Principal Financial Group
EEM icon

Principal Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Principal Financial 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
2018
Q1 		– Sell
-115,852
Closed -$5.46M – 2216
2017
Q4 		$5.46M Sell
115,852
-14,008
-11% -$648K 0.01% 1536
2017
Q3 		$5.82M Hold
129,860
– – 0.01% 1516
2017
Q2 		$5.38M Buy
+129,860
New +$5.29M 0.01% 1524
2013
Q4 		– Sell
-5,800
Closed -$236K – 2285
2013
Q3 		$236K Sell
5,800
-500
-8% -$19.8K ﹤0.01% 2046
2013
Q2 		$243K Buy
+6,300
New +$261K ﹤0.01% 2013

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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Principal Financial Group's EEM Position: Q1 2018 in Review

Principal Financial Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2018, closing a stake of 115,852 shares — an estimated $5.46M sold.

Principal Financial Group first reported a position in EEM in Q2 2013 and held it in 5 quarters. The position peaked at $5.82M in Q3 2017. 1,143 funds tracked by Wall St. Rank hold EEM as of Q1 2018.

  • Principal Financial Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
  • Principal Financial Group sold 115,852 iShares MSCI Emerging Markets ETF shares in Q1 2018, an estimated $5.46M.
  • Principal Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 5 quarters.
  • Principal Financial Group's iShares MSCI Emerging Markets ETF position peaked at $5.82M in Q3 2017.
  • 1,143 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2018.

Based on Principal Financial Group's 13F filing for Q1 2018, filed 14 May 2018.