Sargent Bickham Lagudis’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sargent Bickham Lagudis’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 Q4	$698K	Sell	18,415 -21,757	-54%	-$803K	0.06%	154
2022 Q3	$1.4M	Sell	40,172 -23,054	-36%	-$900K	0.13%	118
2022 Q2	$2.54M	Sell	63,226 -2,623	-4%	-$110K	0.22%	99
2022 Q1	$2.97M	Sell	65,849 -7,605	-10%	-$359K	0.23%	87
2021 Q4	$3.59M	Sell	73,454 -28,306	-28%	-$1.42M	0.27%	80
2021 Q3	$5.13M	Buy	101,760 +1,073	+1%	+$55.9K	0.42%	57
2021 Q2	$5.55M	Sell	100,687 -33,038	-25%	-$1.8M	0.45%	51
2021 Q1	$7.13M	Buy	133,725 +35,269	+36%	+$1.93M	0.63%	34
2020 Q4	$5.09M	Buy	98,456 +55,194	+128%	+$2.65M	0.47%	56
2020 Q3	$1.91M	Buy	43,262 +28,425	+192%	+$1.25M	0.19%	89
2020 Q2	$593K	Sell	14,837 -3,263	-18%	-$122K	0.06%	128
2020 Q1	$618K	Buy	18,100 +2,488	+16%	+$102K	0.08%	134
2019 Q4	$700K	Sell	15,612 -278	-2%	-$11.9K	0.08%	131
2019 Q3	$649K	Sell	15,890 -580	-4%	-$23.9K	0.08%	127
2019 Q2	$707K	Sell	16,470 -1,298	-7%	-$55.1K	0.08%	126
2019 Q1	$763K	Buy	17,768 +1,946	+12%	+$81.9K	0.09%	129
2018 Q4	$618K	Sell	15,822 -1,498	-9%	-$60K	0.08%	126
2018 Q3	$743K	Sell	17,320 -11,697	-40%	-$505K	0.09%	127
2018 Q2	$1.26M	Buy	29,017 +5,917	+26%	+$274K	0.16%	105
2018 Q1	$1.11M	Buy	23,100 +1,040	+5%	+$51K	0.14%	104
2017 Q4	$1.04M	Buy	22,060 +266	+1%	+$12.3K	0.12%	121
2017 Q3	$977K	Buy	21,794 +2,631	+14%	+$116K	0.12%	122
2017 Q2	$793K	Buy	19,163 +2,171	+13%	+$88.4K	0.1%	126
2017 Q1	$669K	Buy	16,992 +2,231	+15%	+$84.7K	0.09%	135
2016 Q4	$517K	Buy	14,761 +3,792	+35%	+$137K	0.08%	133
2016 Q3	$411	Sell	10,969 -5,877	-35%	-$215K	0.06%	146
2016 Q2	$579K	Buy	16,846 +9,069	+117%	+$304K	0.09%	131
2016 Q1	$266K	Buy	+7,777	New	+$241K	0.04%	176

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SLAM

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

Sargent Bickham Lagudis's EEM Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 54% in Q4 2022, selling an estimated $803K and leaving 18,415 shares worth $698K. The position accounts for 0.06% of the portfolio, ranked #154.

Sargent Bickham Lagudis first reported a position in EEM in Q1 2016 and has held it in 28 quarters since. The position peaked at $7.13M in Q1 2021. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

Sargent Bickham Lagudis held 18,415 shares of iShares MSCI Emerging Markets ETF worth $698K as of Q4 2022.
Sargent Bickham Lagudis sold 21,757 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $803K.
iShares MSCI Emerging Markets ETF made up 0.06% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #154 holding.
Sargent Bickham Lagudis first reported a position in iShares MSCI Emerging Markets ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's iShares MSCI Emerging Markets ETF position peaked at $7.13M in Q1 2021.
1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.