Vickerman & Driscoll Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Vickerman & Driscoll Financial Advisors’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 Q1	$271K	Sell	7,941 -2,808	-26%	-$115K	0.17%	65
2019 Q4	$482K	Sell	10,749 -752	-7%	-$32.3K	0.24%	57
2019 Q3	$470K	Hold	11,501	–	–	0.26%	63
2019 Q2	$494K	Sell	11,501 -188	-2%	-$7.98K	0.27%	61
2019 Q1	$502K	Sell	11,689 -2,192	-16%	-$92.3K	0.28%	62
2018 Q4	$542K	Buy	13,881 +2,142	+18%	+$85.8K	0.42%	55
2018 Q3	$504K	Sell	11,739 -20	-0.2%	-$863	0.35%	60
2018 Q2	$510K	Sell	11,759 -2,305	-16%	-$107K	0.37%	57
2018 Q1	$679K	Sell	14,064 -396	-3%	-$19.4K	0.5%	60
2017 Q4	$681K	Buy	+14,460	New	+$669K	0.54%	62

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

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

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

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's EEM Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 26% in Q1 2020, selling an estimated $115K and leaving 7,941 shares worth $271K. The position accounts for 0.17% of the portfolio, ranked #65.

Vickerman & Driscoll Financial Advisors first reported a position in EEM in Q4 2017 and has held it in 10 quarters since. The position peaked at $681K in Q4 2017. 1,144 funds tracked by Wall St. Rank hold EEM as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 7,941 shares of iShares MSCI Emerging Markets ETF worth $271K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 2,808 iShares MSCI Emerging Markets ETF shares in Q1 2020, an estimated $115K.
iShares MSCI Emerging Markets ETF made up 0.17% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #65 holding.
Vickerman & Driscoll Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $681K in Q4 2017.
1,144 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.