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

Shepherd Financial 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
2019 Q1	–	Sell	-27,857	Closed	-$1.09M	–	125
2018 Q4	$1.09M	Sell	27,857 -20,893	-43%	-$837K	0.24%	53
2018 Q3	$2.11M	Hold	48,750	–	–	0.48%	34
2018 Q2	$2.09M	Buy	48,750 +39,462	+425%	+$1.83M	0.47%	34
2018 Q1	$449K	Buy	9,288 +1,396	+18%	+$68.4K	0.11%	81
2017 Q4	$373K	Buy	7,892 +1,824	+30%	+$84.4K	0.09%	90
2017 Q3	$277K	Buy	+6,068	New	+$267K	0.06%	101

Other funds holding EEM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Shepherd Financial Partners's EEM Position: Q1 2019 in Review

Shepherd Financial Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2019, closing a stake of 27,857 shares — an estimated $1.09M sold.

Shepherd Financial Partners first reported a position in EEM in Q3 2017 and held it in 6 quarters. The position peaked at $2.11M in Q3 2018. 1,226 funds tracked by Wall St. Rank hold EEM as of Q1 2019.

Shepherd Financial Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2019 after selling out during the quarter.
Shepherd Financial Partners sold 27,857 iShares MSCI Emerging Markets ETF shares in Q1 2019, an estimated $1.09M.
Shepherd Financial Partners first reported a position in iShares MSCI Emerging Markets ETF in Q3 2017 and held it in 6 quarters.
Shepherd Financial Partners's iShares MSCI Emerging Markets ETF position peaked at $2.11M in Q3 2018.
1,226 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2019.

Based on Shepherd Financial Partners's 13F filing for Q1 2019, filed 29 Apr 2019.