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Winslow Evans & Crocker’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Winslow Evans & Crocker’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
Q4 		$320K Buy
6,181
+3,629
+142% +$174K 0.06% 255
2020
Q3 		$112K Hold
2,552
– – 0.03% 343
2020
Q2 		$102K Sell
2,552
-1,148
-31% -$43K 0.03% 356
2020
Q1 		$128K Buy
3,700
+2,900
+363% +$119K 0.04% 292
2019
Q4 		$36K Buy
+800
New +$34.3K 0.01% 559
2019
Q1 		– Sell
-50
Closed -$2K – 1333
2018
Q4 		$2K Hold
50
– – ﹤0.01% 1011
2018
Q3 		$4K Sell
50
-56
-53% -$2.42K ﹤0.01% 951
2018
Q2 		$8K Sell
106
-1,904
-95% -$88.1K ﹤0.01% 838
2018
Q1 		$96.9K Buy
2,010
+70
+4% +$3.43K 0.03% 359
2017
Q4 		$91.3K Buy
1,940
+804
+71% +$37.2K 0.03% 383
2017
Q3 		$50.9K Sell
1,136
-4,338
-79% -$191K 0.02% 472
2017
Q2 		$227K Buy
5,474
+2,290
+72% +$93.2K 0.06% 296
2017
Q1 		$125K Sell
3,184
-606
-16% -$23K 0.04% 377
2016
Q4 		$133K Sell
3,790
-10,754
-74% -$388K 0.04% 352
2016
Q3 		$545K Buy
14,544
+12,102
+496% +$442K 0.16% 137
2016
Q2 		$83.8K Buy
2,442
+158
+7% +$5.3K 0.03% 419
2016
Q1 		$78.2K Sell
2,284
-1,808
-44% -$56K 0.02% 415
2015
Q4 		$132K Sell
4,092
-600
-13% -$20.6K 0.04% 354
2015
Q3 		$154K Sell
4,692
-338
-7% -$11.9K 0.05% 319
2015
Q2 		$199K Sell
5,030
-5,722
-53% -$239K 0.06% 308
2015
Q1 		$431K Sell
10,752
-5,006
-32% -$199K 0.12% 180
2014
Q4 		$619K Buy
15,758
+1,530
+11% +$62.2K 0.18% 130
2014
Q3 		$591K Sell
14,228
-1,642
-10% -$72.6K 0.17% 139
2014
Q2 		$686K Buy
15,870
+903
+6% +$38.3K 0.23% 110
2014
Q1 		$614K Sell
14,967
-1,434
-9% -$56.3K 0.21% 114
2013
Q4 		$686K Buy
+16,401
New +$687K 0.23% 103

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winslow Evans & Crocker's EEM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares MSCI Emerging Markets ETF (EEM) stake by 142% in Q4 2020, buying an estimated $174K and bringing the position to 6,181 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #255.

Winslow Evans & Crocker first reported a position in EEM in Q4 2013 and has held it in 26 quarters since. The position peaked at $686K in Q2 2014. 1,315 funds tracked by Wall St. Rank hold EEM as of Q4 2020.

  • Winslow Evans & Crocker held 6,181 shares of iShares MSCI Emerging Markets ETF worth $320K as of Q4 2020.
  • Winslow Evans & Crocker bought 3,629 iShares MSCI Emerging Markets ETF shares in Q4 2020, an estimated $174K.
  • iShares MSCI Emerging Markets ETF made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #255 holding.
  • Winslow Evans & Crocker first reported a position in iShares MSCI Emerging Markets ETF in Q4 2013 and has held it in 26 quarters since.
  • Winslow Evans & Crocker's iShares MSCI Emerging Markets ETF position peaked at $686K in Q2 2014.
  • 1,315 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.