Whitener Capital Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Whitener Capital 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
2019 Q4	–	Sell	-320	Closed	-$13K	–	219
2019 Q3	$13K	Hold	320	–	–	0.01%	333
2019 Q2	$13K	Buy	320 +2	+0.6%	+$85	0.01%	320
2019 Q1	$13K	Hold	318	–	–	0.01%	310
2018 Q4	$12K	Sell	318 -405	-56%	-$16.2K	0.01%	301
2018 Q3	$31K	Buy	+723	New	+$31.2K	0.02%	243
2018 Q2	–	Sell	-721	Closed	-$34K	–	192
2018 Q1	$34K	Hold	721	–	–	0.03%	237
2017 Q4	$34K	Buy	+721	New	+$33.4K	0.03%	216

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

SLAM

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Whitener Capital Management's EEM Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2019, closing a stake of 320 shares — an estimated $13K sold.

Whitener Capital Management first reported a position in EEM in Q4 2017 and held it in 7 quarters. The position peaked at $34K in Q1 2018. 1,324 funds tracked by Wall St. Rank hold EEM as of Q4 2019.

Whitener Capital Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 320 iShares MSCI Emerging Markets ETF shares in Q4 2019, an estimated $13K.
Whitener Capital Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares MSCI Emerging Markets ETF position peaked at $34K in Q1 2018.
1,324 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.