Sunflower Bank Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sunflower Bank Wealth Management’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	$2.91M	Sell	66,051 -354	-0.5%	-$15.5K	0.98%	22
2020 Q2	$2.65M	Sell	66,405 -3,625	-5%	-$136K	0.89%	18
2020 Q1	$2.39M	Buy	70,030 +2,618	+4%	+$107K	0.91%	19
2019 Q4	$3.02M	Buy	67,412 +5,425	+9%	+$233K	0.92%	20
2019 Q3	$2.53M	Sell	61,987 -3,085	-5%	-$127K	0.81%	24
2019 Q2	$2.79M	Sell	65,072 -897	-1%	-$38.1K	0.9%	22
2019 Q1	$2.83M	Sell	65,969 -1,506	-2%	-$63.4K	0.85%	24
2018 Q4	$2.64M	Sell	67,475 -4,540	-6%	-$182K	0.84%	24
2018 Q3	$3.09M	Buy	72,015 +2,145	+3%	+$92.6K	0.87%	23
2018 Q2	$3.03M	Sell	69,870 -1,919	-3%	-$88.8K	0.88%	25
2018 Q1	$3.46M	Sell	71,789 -5,286	-7%	-$259K	0.96%	25
2017 Q4	$3.63M	Buy	77,075 +12,680	+20%	+$587K	0.98%	23
2017 Q3	$2.88M	Sell	64,395 -1,975	-3%	-$86.9K	1.04%	17
2017 Q2	$2.75M	Buy	66,370 +2,240	+3%	+$91.2K	0.93%	20
2017 Q1	$2.53M	Buy	64,130 +32,706	+104%	+$1.24M	0.86%	23
2016 Q4	$1.1M	Buy	31,424 +4,671	+17%	+$168K	0.39%	41
2016 Q3	$1M	Buy	26,753 +947	+4%	+$34.6K	0.37%	45
2016 Q2	$887K	Sell	25,806 -670	-3%	-$22.5K	0.31%	49
2016 Q1	$907K	Buy	26,476 +130	+0.5%	+$4.03K	0.32%	48
2015 Q4	$848K	Sell	26,346 -1,425	-5%	-$48.9K	0.3%	47
2015 Q3	$910K	Sell	27,771 -2,818	-9%	-$99.5K	0.33%	44
2015 Q2	$1.21M	Sell	30,589 -177	-0.6%	-$7.4K	0.41%	40
2015 Q1	$1.23M	Buy	30,766 +4,215	+16%	+$168K	0.41%	43
2014 Q4	$1.04M	Sell	26,551 -143,222	-84%	-$5.82M	0.33%	50
2014 Q3	$7.06M	Buy	169,773 +142,295	+518%	+$6.29M	2.41%	7
2014 Q2	$1.19M	Buy	27,478 +483	+2%	+$20.5K	0.48%	47
2014 Q1	$1.11M	Sell	26,995 -6,745	-20%	-$265K	0.54%	42
2013 Q4	$1.41M	Buy	33,740 +955	+3%	+$40K	0.71%	28
2013 Q3	$1.34M	Sell	32,785 -3,333	-9%	-$132K	0.72%	29
2013 Q2	$1.39M	Buy	+36,118	New	+$1.5M	0.75%	27

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sunflower Bank Wealth Management's EEM Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.53% in Q3 2020, selling an estimated $15.5K and leaving 66,051 shares worth $2.91M. The position accounts for 0.98% of the portfolio, ranked #22.

Sunflower Bank Wealth Management first reported a position in EEM in Q2 2013 and has held it in 30 quarters since. The position peaked at $7.06M in Q3 2014. 1,147 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

Sunflower Bank Wealth Management held 66,051 shares of iShares MSCI Emerging Markets ETF worth $2.91M as of Q3 2020.
Sunflower Bank Wealth Management sold 354 iShares MSCI Emerging Markets ETF shares in Q3 2020, an estimated $15.5K.
iShares MSCI Emerging Markets ETF made up 0.98% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #22 holding.
Sunflower Bank Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $7.06M in Q3 2014.
1,147 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.