Welch Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Welch 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
2021 Q2	–	Sell	-4,993	Closed	-$266K	–	193
2021 Q1	$266K	Buy	+4,993	New	+$273K	0.02%	153
2019 Q1	–	Sell	-4,658	Closed	-$182K	–	145
2018 Q4	$182K	Buy	+4,658	New	+$187K	0.02%	117
2016 Q2	–	Sell	-59,561	Closed	-$2.04M	–	127
2016 Q1	$2.04M	Buy	59,561 +34,179	+135%	+$1.06M	0.34%	40
2015 Q4	$817K	Buy	+25,382	New	+$870K	0.15%	52

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Welch Group's EEM Position: Q2 2021 in Review

Welch Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2021, closing a stake of 4,993 shares — an estimated $266K sold.

Welch Group first reported a position in EEM in Q4 2015 and held it in 4 quarters. The position peaked at $2.04M in Q1 2016. 1,333 funds tracked by Wall St. Rank hold EEM as of Q2 2021.

Welch Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Welch Group sold 4,993 iShares MSCI Emerging Markets ETF shares in Q2 2021, an estimated $266K.
Welch Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2015 and held it in 4 quarters.
Welch Group's iShares MSCI Emerging Markets ETF position peaked at $2.04M in Q1 2016.
1,333 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2021.

Based on Welch Group's 13F filing for Q2 2021, filed 21 Jul 2021.