Sonora Investment Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sonora Investment Management’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
2021 Q3	$26K	Buy	520 +500	+2,500%	+$26K	﹤0.01%	560
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	941
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	1696
2020 Q4	$1K	Sell	20 -380	-95%	-$18.3K	﹤0.01%	1636
2020 Q3	$18K	Buy	+400	New	+$17.5K	﹤0.01%	945
2019 Q3	–	Sell	-40	Closed	-$2K	–	1744
2019 Q2	$2K	Sell	40 -97	-71%	-$4.12K	﹤0.01%	1565
2019 Q1	$6K	Buy	+137	New	+$5.77K	﹤0.01%	1196
2018 Q4	–	Sell	-60	Closed	-$3K	–	1264
2018 Q3	$3K	Hold	60	–	–	﹤0.01%	1080
2018 Q2	$3K	Hold	60	–	–	﹤0.01%	1022
2018 Q1	$2.9K	Hold	60	–	–	﹤0.01%	1020
2017 Q4	$2.83K	Hold	60	–	–	﹤0.01%	1021
2017 Q3	$2.69K	Hold	60	–	–	﹤0.01%	949
2017 Q2	$2.48K	Hold	60	–	–	﹤0.01%	892
2017 Q1	$2.36K	Hold	60	–	–	﹤0.01%	849
2016 Q4	$2.1K	Hold	60	–	–	﹤0.01%	772
2016 Q3	$2.25K	Hold	60	–	–	﹤0.01%	750
2016 Q2	$2.06K	Hold	60	–	–	﹤0.01%	772
2016 Q1	$2.06K	Hold	60	–	–	﹤0.01%	831
2015 Q4	$2K	Hold	60	–	–	﹤0.01%	713
2015 Q3	$2K	Buy	+60	New	+$2.12K	﹤0.01%	976

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLAM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Sonora Investment Management's EEM Position: Q3 2021 in Review

Sonora Investment Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 2,500% in Q3 2021, buying an estimated $26K and bringing the position to 520 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Sonora Investment Management first reported a position in EEM in Q3 2015 and has held it in 20 quarters since. 1,278 funds tracked by Wall St. Rank hold EEM as of Q3 2021.

Sonora Investment Management held 520 shares of iShares MSCI Emerging Markets ETF worth $26K as of Q3 2021.
Sonora Investment Management bought 500 iShares MSCI Emerging Markets ETF shares in Q3 2021, an estimated $26K.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #560 holding.
Sonora Investment Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2015 and has held it in 20 quarters since.
1,278 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.