West Coast Financial’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

West Coast Financial’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
2018 Q4	–	Sell	-16,336	Closed	-$701K	–	114
2018 Q3	$701K	Buy	+16,336	New	+$705K	0.16%	85
2017 Q4	–	Sell	-15,686	Closed	-$703K	–	115
2017 Q3	$703K	Buy	+15,686	New	+$690K	0.19%	83
2014 Q4	–	Sell	-7,255	Closed	-$302K	–	89
2014 Q3	$302K	Sell	7,255 -3,490	-32%	-$154K	0.17%	75
2014 Q2	$444K	Sell	10,745 -6,860	-39%	-$291K	0.23%	70
2014 Q1	$722K	Sell	17,605 -18,447	-51%	-$724K	0.37%	65
2013 Q4	$1.51M	Sell	36,052 -5,573	-13%	-$233K	0.78%	54
2013 Q3	$1.7M	Buy	41,625 +4,340	+12%	+$172K	0.94%	54
2013 Q2	$1.44M	Buy	+37,285	New	+$1.55M	0.78%	59

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

SLAM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

West Coast Financial's EEM Position: Q4 2018 in Review

West Coast Financial sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2018, closing a stake of 16,336 shares — an estimated $701K sold.

West Coast Financial first reported a position in EEM in Q2 2013 and held it in 8 quarters. The position peaked at $1.7M in Q3 2013. 1,192 funds tracked by Wall St. Rank hold EEM as of Q4 2018.

West Coast Financial reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
West Coast Financial sold 16,336 iShares MSCI Emerging Markets ETF shares in Q4 2018, an estimated $701K.
West Coast Financial first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 8 quarters.
West Coast Financial's iShares MSCI Emerging Markets ETF position peaked at $1.7M in Q3 2013.
1,192 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2018.

Based on West Coast Financial's 13F filing for Q4 2018, filed 29 Jan 2019.