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

Sterling Financial Planning’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
-3,673
Closed -$185K – 187
2021
Q3 		$185K Hold
3,673
– – 0.12% 90
2021
Q2 		$203K Buy
3,673
+11
+0.3% +$598 0.13% 85
2021
Q1 		$195K Hold
3,662
– – 0.14% 81
2020
Q4 		$189K Buy
+3,662
New +$176K 0.15% 74

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 $33.2B AUM 38.15% 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 $24.1B AUM 38.82% 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

Sterling Financial Planning's EEM Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 3,673 shares — an estimated $185K sold.

Sterling Financial Planning first reported a position in EEM in Q4 2020 and held it in 4 quarters. The position peaked at $203K in Q2 2021. 1,395 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 3,673 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $185K.
  • Sterling Financial Planning first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's iShares MSCI Emerging Markets ETF position peaked at $203K in Q2 2021.
  • 1,395 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.