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

Sage 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
2022
Q2 		– Sell
-11,009
Closed -$497K – 101
2022
Q1 		$497K Hold
11,009
– – 0.06% 45
2021
Q4 		$538K Buy
11,009
+80
+0.7% +$4.03K 0.06% 47
2021
Q3 		$551K Hold
10,929
– – 0.07% 44
2021
Q2 		$603K Buy
+10,929
New +$594K 0.07% 42
2021
Q1 		– Sell
-10,231
Closed -$529K – 68
2020
Q4 		$529K Buy
+10,231
New +$492K 0.07% 42
2019
Q3 		– Sell
-10,751
Closed -$461K – 71
2019
Q2 		$461K Hold
10,751
– – 0.07% 46
2019
Q1 		$461K Hold
10,751
– – 0.07% 47
2018
Q4 		$420K Buy
+10,751
New +$431K 0.07% 47
2015
Q4 		– Sell
-12,982
Closed -$426K – 63
2015
Q3 		$426K Sell
12,982
-13,418
-51% -$474K 0.15% 22
2015
Q2 		$1.05M Sell
26,400
-565
-2% -$23.6K 0.49% 14
2015
Q1 		$1.08M Sell
26,965
-376,263
-93% -$15M 0.52% 12
2014
Q4 		$3.35M Buy
403,228
+386,481
+2,308% +$15.7M 1.26% 8
2014
Q3 		$696K Hold
16,747
– – 0.34% 10
2014
Q2 		$724K Buy
16,747
+1,210
+8% +$51.4K 0.35% 11
2014
Q1 		$637K Sell
15,537
-1,462
-9% -$57.4K 0.36% 12
2013
Q4 		$710K Buy
+16,999
New +$712K 0.34% 15

Other funds holding EEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sage Financial Group's EEM Position: Q2 2022 in Review

Sage Financial Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2022, closing a stake of 11,009 shares — an estimated $497K sold.

Sage Financial Group first reported a position in EEM in Q4 2013 and held it in 16 quarters. The position peaked at $3.35M in Q4 2014. 1,284 funds tracked by Wall St. Rank hold EEM as of Q2 2022.

  • Sage Financial Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Sage Financial Group sold 11,009 iShares MSCI Emerging Markets ETF shares in Q2 2022, an estimated $497K.
  • Sage Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2013 and held it in 16 quarters.
  • Sage Financial Group's iShares MSCI Emerging Markets ETF position peaked at $3.35M in Q4 2014.
  • 1,284 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2022.

Based on Sage Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.