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

Stonebridge Financial Planning Group’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
2020
Q3 		– Sell
-150
Closed -$6K – 382
2020
Q2 		$6K Hold
150
– – 0.01% 343
2020
Q1 		$5K Buy
+150
New +$6.15K 0.01% 352

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stonebridge Financial Planning Group's EEM Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2020, closing a stake of 150 shares — an estimated $6K sold.

Stonebridge Financial Planning Group first reported a position in EEM in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 1,146 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 150 iShares MSCI Emerging Markets ETF shares in Q3 2020, an estimated $6K.
  • Stonebridge Financial Planning Group first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's iShares MSCI Emerging Markets ETF position peaked at $6K in Q2 2020.
  • 1,146 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.