Valley Wealth Managers’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Valley Wealth Managers’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 Q2	–	Sell	-10,229	Closed	-$350K	–	165
2020 Q1	$350K	Sell	10,229 -3,987	-28%	-$164K	0.05%	129
2019 Q4	$638K	Hold	14,216	–	–	0.06%	120
2019 Q3	$581K	Sell	14,216 -2,355	-14%	-$97.2K	0.06%	131
2019 Q2	$711K	Sell	16,571 -5,130	-24%	-$218K	0.08%	120
2019 Q1	$932K	Buy	21,701 +1,535	+8%	+$64.6K	0.1%	113
2018 Q4	$788K	Buy	+20,166	New	+$808K	0.1%	101
2013 Q4	–	Sell	-5,871	Closed	-$239K	–	101
2013 Q3	$239K	Sell	5,871 -93,926	-94%	-$3.72M	0.05%	95
2013 Q2	$3.84M	Buy	+99,797	New	+$4.14M	0.87%	43

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Valley Wealth Managers's EEM Position: Q2 2020 in Review

Valley Wealth Managers sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2020, closing a stake of 10,229 shares — an estimated $350K sold.

Valley Wealth Managers first reported a position in EEM in Q2 2013 and held it in 8 quarters. The position peaked at $3.84M in Q2 2013. 1,114 funds tracked by Wall St. Rank hold EEM as of Q2 2020.

Valley Wealth Managers reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Valley Wealth Managers sold 10,229 iShares MSCI Emerging Markets ETF shares in Q2 2020, an estimated $350K.
Valley Wealth Managers first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 8 quarters.
Valley Wealth Managers's iShares MSCI Emerging Markets ETF position peaked at $3.84M in Q2 2013.
1,114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2020.

Based on Valley Wealth Managers's 13F filing for Q2 2020, filed 28 Jul 2020.