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Vahanian & Associates Financial Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Vahanian & Associates Financial Planning’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
Q2 		– Sell
-6,098
Closed -$275K – 45
2022
Q1 		$275K Sell
6,098
-11,393
-65% -$538K 0.64% 44
2021
Q4 		$854K Buy
+17,491
New +$880K 0.69% 35

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vahanian & Associates Financial Planning's EEM Position: Q2 2022 in Review

Vahanian & Associates Financial Planning sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2022, closing a stake of 6,098 shares — an estimated $275K sold.

Vahanian & Associates Financial Planning first reported a position in EEM in Q4 2021 and held it in 2 quarters. The position peaked at $854K in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EEM as of Q2 2022.

  • Vahanian & Associates Financial Planning reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 6,098 iShares MSCI Emerging Markets ETF shares in Q2 2022, an estimated $275K.
  • Vahanian & Associates Financial Planning first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's iShares MSCI Emerging Markets ETF position peaked at $854K in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.