Valley National Advisers’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Valley National Advisers’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
2021 Q4	–	Sell	-250	Closed	-$13K	–	927
2021 Q3	$13K	Buy	+250	New	+$13K	﹤0.01%	544
2019 Q2	–	Sell	-520	Closed	-$22K	–	745
2019 Q1	$22K	Hold	520	–	–	0.01%	373
2018 Q4	$20K	Hold	520	–	–	0.01%	361
2018 Q3	$22K	Hold	520	–	–	0.01%	342
2018 Q2	$23K	Hold	520	–	–	0.01%	320
2018 Q1	$25K	Hold	520	–	–	0.01%	310
2017 Q4	$25K	Hold	520	–	–	0.01%	303
2017 Q3	$23K	Hold	520	–	–	0.01%	313
2017 Q2	$22K	Hold	520	–	–	0.01%	317
2017 Q1	$20K	Hold	520	–	–	0.01%	324
2016 Q4	$18K	Hold	520	–	–	0.01%	337
2016 Q3	$19K	Sell	520 -93	-15%	-$3.4K	0.01%	308
2016 Q2	$21K	Hold	613	–	–	0.01%	301
2016 Q1	$21K	Sell	613 -83	-12%	-$2.57K	0.01%	301
2015 Q4	$22K	Hold	696	–	–	0.01%	284
2015 Q3	$23K	Sell	696 -462	-40%	-$16.3K	0.01%	283
2015 Q2	$46K	Hold	1,158	–	–	0.03%	234
2015 Q1	$46K	Buy	1,158 +83	+8%	+$3.3K	0.03%	225
2014 Q4	$45K	Buy	+1,075	New	+$43.7K	0.03%	168

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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Valley National Advisers's EEM Position: Q4 2021 in Review

Valley National Advisers sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 250 shares — an estimated $13K sold.

Valley National Advisers first reported a position in EEM in Q4 2014 and held it in 19 quarters. The position peaked at $46K in Q2 2015. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

Valley National Advisers reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Valley National Advisers sold 250 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $13K.
Valley National Advisers first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and held it in 19 quarters.
Valley National Advisers's iShares MSCI Emerging Markets ETF position peaked at $46K in Q2 2015.
1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Valley National Advisers's 13F filing for Q4 2021, filed 11 Feb 2022.