Stevens First Principles Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Stevens First Principles Investment Advisors’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
2018 Q2	–	Sell	-45	Closed	-$2K	–	161
2018 Q1	$2K	Hold	45	–	–	﹤0.01%	147
2017 Q4	$2K	Buy	+45	New	+$2.08K	﹤0.01%	181
2014 Q4	–	Sell	-122	Closed	-$5K	–	224
2014 Q3	$5K	Hold	122	–	–	﹤0.01%	213
2014 Q2	$5K	Hold	122	–	–	﹤0.01%	202
2014 Q1	$5K	Hold	122	–	–	﹤0.01%	187
2013 Q4	$5K	Hold	122	–	–	﹤0.01%	195
2013 Q3	$5K	Hold	122	–	–	﹤0.01%	195
2013 Q2	$5K	Buy	+122	New	+$5.06K	﹤0.01%	194

Other funds holding EEM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stevens First Principles Investment Advisors's EEM Position: Q2 2018 in Review

Stevens First Principles Investment Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2018, closing a stake of 45 shares — an estimated $2K sold.

Stevens First Principles Investment Advisors first reported a position in EEM in Q2 2013 and held it in 8 quarters. The position peaked at $5K in Q3 2014. 1,095 funds tracked by Wall St. Rank hold EEM as of Q2 2018.

Stevens First Principles Investment Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2018 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 45 iShares MSCI Emerging Markets ETF shares in Q2 2018, an estimated $2K.
Stevens First Principles Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 8 quarters.
Stevens First Principles Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $5K in Q3 2014.
1,095 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.