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Sterling Investment Advisors (Missouri)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sterling Investment Advisors (Missouri)’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
Q1 		– Sell
-4,181
Closed -$204K – 31
2021
Q4 		$204K Buy
4,181
+60
+1% +$3.02K 0.12% 31
2021
Q3 		$208K Hold
4,121
– – 0.12% 28
2021
Q2 		$227K Buy
4,121
+11
+0.3% +$598 0.14% 27
2021
Q1 		$219K Sell
4,110
-100
-2% -$5.47K 0.14% 26
2020
Q4 		$218K Buy
+4,210
New +$202K 0.14% 23
2020
Q1 		– Sell
-5,184
Closed -$233K – 26
2019
Q4 		$233K Buy
5,184
+12
+0.2% +$515 0.18% 25
2019
Q3 		$211K Hold
5,172
– – 0.17% 28
2019
Q2 		$222K Buy
5,172
+38
+0.7% +$1.61K 0.18% 27
2019
Q1 		$220K Sell
5,134
-108
-2% -$4.54K 0.18% 27
2018
Q4 		$205K Buy
5,242
+77
+1% +$3.08K 0.18% 26
2018
Q3 		$222K Hold
5,165
– – 0.18% 25
2018
Q2 		$224K Buy
5,165
+35
+0.7% +$1.62K 0.19% 25
2018
Q1 		$248K Hold
5,130
– – 0.2% 24
2017
Q4 		$242K Buy
5,130
+76
+2% +$3.52K 0.2% 25
2017
Q3 		$226K Hold
5,054
– – 0.19% 25
2017
Q2 		$209K Buy
+5,054
New +$206K 0.19% 25
2016
Q3 		– Sell
-5,859
Closed -$201K – 28
2016
Q2 		$201K Buy
+5,859
New +$197K 0.21% 32
2015
Q3 		– Sell
-5,241
Closed -$208K – 30
2015
Q2 		$208K Hold
5,241
– – 0.22% 27
2015
Q1 		$210K Hold
5,241
– – 0.21% 27
2014
Q4 		$206K Buy
+5,241
New +$213K 0.21% 26

Other funds holding EEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
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

Sterling Investment Advisors (Missouri)'s EEM Position: Q1 2022 in Review

Sterling Investment Advisors (Missouri) sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2022, closing a stake of 4,181 shares — an estimated $204K sold.

Sterling Investment Advisors (Missouri) first reported a position in EEM in Q4 2014 and held it in 20 quarters. The position peaked at $248K in Q1 2018. 1,307 funds tracked by Wall St. Rank hold EEM as of Q1 2022.

  • Sterling Investment Advisors (Missouri) reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Missouri) sold 4,181 iShares MSCI Emerging Markets ETF shares in Q1 2022, an estimated $204K.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and held it in 20 quarters.
  • Sterling Investment Advisors (Missouri)'s iShares MSCI Emerging Markets ETF position peaked at $248K in Q1 2018.
  • 1,307 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2022.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q1 2022, filed 14 Apr 2022.