White Lighthouse Investment Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

White Lighthouse Investment Management’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	-7,091	Closed	-$242K	–	111
2020 Q1	$242K	Sell	7,091 -4,099	-37%	-$168K	0.1%	105
2019 Q4	$502K	Sell	11,190 -1,444	-11%	-$62K	0.18%	80
2019 Q3	$516K	Sell	12,634 -2,192	-15%	-$90.5K	0.21%	76
2019 Q2	$636K	Sell	14,826 -1,093	-7%	-$46.4K	0.27%	69
2019 Q1	$683K	Sell	15,919 -1,274	-7%	-$53.6K	0.31%	62
2018 Q4	$672K	Buy	17,193 +917	+6%	+$36.7K	0.37%	63
2018 Q3	$699K	Buy	16,276 +2,445	+18%	+$106K	0.36%	63
2018 Q2	$599K	Sell	13,831 -2,288	-14%	-$106K	0.33%	63
2018 Q1	$778K	Sell	16,119 -755	-4%	-$37K	0.45%	54
2017 Q4	$795K	Buy	+16,874	New	+$781K	0.46%	54

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

White Lighthouse Investment Management's EEM Position: Q2 2020 in Review

White Lighthouse Investment Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2020, closing a stake of 7,091 shares — an estimated $242K sold.

White Lighthouse Investment Management first reported a position in EEM in Q4 2017 and held it in 10 quarters. The position peaked at $795K in Q4 2017. 1,114 funds tracked by Wall St. Rank hold EEM as of Q2 2020.

White Lighthouse Investment Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
White Lighthouse Investment Management sold 7,091 iShares MSCI Emerging Markets ETF shares in Q2 2020, an estimated $242K.
White Lighthouse Investment Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 10 quarters.
White Lighthouse Investment Management's iShares MSCI Emerging Markets ETF position peaked at $795K in Q4 2017.
1,114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2020.

Based on White Lighthouse Investment Management's 13F filing for Q2 2020, filed 23 Jul 2020.