Wealth & Pension Services Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Wealth & Pension Services Group’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
2019 Q3	$459K	Buy	11,239 +963	+9%	+$39.8K	0.33%	78
2019 Q2	$441K	Buy	10,276 +661	+7%	+$28.1K	0.32%	77
2019 Q1	$413K	Buy	9,615 +989	+11%	+$41.6K	0.32%	78
2018 Q4	$337K	Sell	8,626 -2,736	-24%	-$110K	0.3%	76
2018 Q3	$488K	Sell	11,362 -116	-1%	-$5.01K	0.49%	48
2018 Q2	$497K	Buy	+11,478	New	+$531K	0.63%	36

Other funds holding EEM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

SLAM

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth & Pension Services Group's EEM Position: Q3 2019 in Review

Wealth & Pension Services Group increased its iShares MSCI Emerging Markets ETF (EEM) stake by 9.4% in Q3 2019, buying an estimated $39.8K and bringing the position to 11,239 shares worth $459K. The position accounts for 0.33% of the portfolio, ranked #78.

Wealth & Pension Services Group first reported a position in EEM in Q2 2018 and has held it in 6 quarters since. The position peaked at $497K in Q2 2018. 1,153 funds tracked by Wall St. Rank hold EEM as of Q3 2019.

Wealth & Pension Services Group held 11,239 shares of iShares MSCI Emerging Markets ETF worth $459K as of Q3 2019.
Wealth & Pension Services Group bought 963 iShares MSCI Emerging Markets ETF shares in Q3 2019, an estimated $39.8K.
iShares MSCI Emerging Markets ETF made up 0.33% of Wealth & Pension Services Group's portfolio in Q3 2019, its #78 holding.
Wealth & Pension Services Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2018 and has held it in 6 quarters since.
Wealth & Pension Services Group's iShares MSCI Emerging Markets ETF position peaked at $497K in Q2 2018.
1,153 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.