Syverson Strege & Co’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-816	Closed	-$32.2K	–	229
2023 Q1	$32.2K	Buy	816 +45	+6%	+$1.79K	0.01%	155
2022 Q4	$29.2K	Hold	771	–	–	0.01%	155
2022 Q3	$27K	Hold	771	–	–	0.01%	147
2022 Q2	$31K	Sell	771 -515	-40%	-$21.6K	0.01%	156
2022 Q1	$58K	Hold	1,286	–	–	0.06%	113
2021 Q4	$63K	Hold	1,286	–	–	0.05%	119
2021 Q3	$65K	Hold	1,286	–	–	0.05%	122
2021 Q2	$71K	Hold	1,286	–	–	0.06%	109
2021 Q1	$69K	Sell	1,286 -100	-7%	-$5.47K	0.07%	102
2020 Q4	$72K	Buy	+1,386	New	+$66.6K	0.07%	98

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Syverson Strege & Co's EEM Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2023, closing a stake of 816 shares — an estimated $32.2K sold.

Syverson Strege & Co first reported a position in EEM in Q4 2020 and held it in 10 quarters. The position peaked at $72K in Q4 2020. 1,323 funds tracked by Wall St. Rank hold EEM as of Q2 2023.

Syverson Strege & Co reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 816 iShares MSCI Emerging Markets ETF shares in Q2 2023, an estimated $32.2K.
Syverson Strege & Co first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares MSCI Emerging Markets ETF position peaked at $72K in Q4 2020.
1,323 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.