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

SBK Financial’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 		$361K Hold
9,525
– – 0.57% 53
2022
Q3 		$332K Hold
9,525
– – 0.51% 53
2022
Q2 		$382K Hold
9,525
– – 0.5% 52
2022
Q1 		$430K Hold
9,525
– – 0.43% 51
2021
Q4 		$465K Buy
+9,525
New +$479K 0.37% 52

Other funds holding EEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

SBK Financial's EEM Position: Q4 2022 in Review

SBK Financial held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q4 2022 at 9,525 shares worth $361K. The position accounts for 0.57% of the portfolio, ranked #53.

SBK Financial first reported a position in EEM in Q4 2021 and has held it in 5 quarters since. The position peaked at $465K in Q4 2021. 1,318 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

  • SBK Financial held 9,525 shares of iShares MSCI Emerging Markets ETF worth $361K as of Q4 2022.
  • SBK Financial left its iShares MSCI Emerging Markets ETF share count unchanged in Q4 2022.
  • iShares MSCI Emerging Markets ETF made up 0.57% of SBK Financial's portfolio in Q4 2022, its #53 holding.
  • SBK Financial first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's iShares MSCI Emerging Markets ETF position peaked at $465K in Q4 2021.
  • 1,318 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.