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Union Investments & Development’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Union Investments & Development’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
Q4 		– Sell
-512,425
Closed -$18.7M – 50
2022
Q3 		$18.7M Hold
512,425
– – 8.42% 5
2022
Q2 		$21.3M Hold
512,425
– – 9.51% 5
2022
Q1 		$23.6M Hold
512,425
– – 8.49% 5
2021
Q4 		$25.3M Buy
+512,425
New +$25.8M 8.48% 5

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Union Investments & Development's EEM Position: Q4 2022 in Review

Union Investments & Development sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2022, closing a stake of 512,425 shares — an estimated $18.7M sold.

Union Investments & Development first reported a position in EEM in Q4 2021 and held it in 4 quarters. The position peaked at $25.3M in Q4 2021. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

  • Union Investments & Development reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Union Investments & Development sold 512,425 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $18.7M.
  • Union Investments & Development first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 4 quarters.
  • Union Investments & Development's iShares MSCI Emerging Markets ETF position peaked at $25.3M in Q4 2021.
  • 1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Union Investments & Development's 13F filing for Q4 2022, filed 14 Feb 2023.