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Stegner Investment Associates’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Stegner Investment Associates’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
Q4 		– Sell
-4,052
Closed -$204K – 24
2021
Q3 		$204K Hold
4,052
– – 0.15% 21
2021
Q2 		$223K Hold
4,052
– – 0.17% 21
2021
Q1 		$216K Hold
4,052
– – 0.18% 20
2020
Q4 		$209K Buy
+4,052
New +$195K 0.18% 21

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stegner Investment Associates's EEM Position: Q4 2021 in Review

Stegner Investment Associates sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 4,052 shares — an estimated $204K sold.

Stegner Investment Associates first reported a position in EEM in Q4 2020 and held it in 4 quarters. The position peaked at $223K in Q2 2021. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

  • Stegner Investment Associates reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Stegner Investment Associates sold 4,052 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $204K.
  • Stegner Investment Associates first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 4 quarters.
  • Stegner Investment Associates's iShares MSCI Emerging Markets ETF position peaked at $223K in Q2 2021.
  • 1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Stegner Investment Associates's 13F filing for Q4 2021, filed 9 Feb 2022.