Rothschild Capital Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Rothschild Capital Partners’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 Q1	–	Sell	-21,250	Closed	-$954K	–	36
2019 Q4	$954K	Hold	21,250	–	–	0.43%	32
2019 Q3	$868K	Sell	21,250 -21,250	-50%	-$877K	0.44%	29
2019 Q2	$1.82M	Hold	42,500	–	–	0.89%	27
2019 Q1	$1.82M	Sell	42,500 -42,500	-50%	-$1.79M	1.02%	27
2018 Q4	$3.32M	Buy	+85,000	New	+$3.4M	1.79%	21
2016 Q4	–	Sell	-7,770	Closed	-$291K	–	59
2016 Q3	$291K	Hold	7,770	–	–	0.1%	70
2016 Q2	$267K	Buy	+7,770	New	+$261K	0.1%	51

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Rothschild Capital Partners's EEM Position: Q1 2020 in Review

Rothschild Capital Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2020, closing a stake of 21,250 shares — an estimated $954K sold.

Rothschild Capital Partners first reported a position in EEM in Q2 2016 and held it in 7 quarters. The position peaked at $3.32M in Q4 2018. 1,144 funds tracked by Wall St. Rank hold EEM as of Q1 2020.

Rothschild Capital Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Rothschild Capital Partners sold 21,250 iShares MSCI Emerging Markets ETF shares in Q1 2020, an estimated $954K.
Rothschild Capital Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2016 and held it in 7 quarters.
Rothschild Capital Partners's iShares MSCI Emerging Markets ETF position peaked at $3.32M in Q4 2018.
1,144 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2020.

Based on Rothschild Capital Partners's 13F filing for Q1 2020, filed 24 Apr 2020.