Zeke Capital Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Zeke Capital Advisors’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
2022 Q4	$22.4M	Buy	+590,952	New	+$21.8M	1.46%	19
2018 Q2	–	Sell	-409,259	Closed	-$19.8M	–	654
2018 Q1	$19.8M	Buy	+409,259	New	+$20.1M	1.82%	8
2016 Q2	–	Sell	-11,955	Closed	-$409K	–	19
2016 Q1	$409K	Buy	+11,955	New	+$370K	0.22%	14

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Zeke Capital Advisors's EEM Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q4 2022: 590,952 shares worth $22.4M. The stake represents 1.46% of the portfolio and ranks #19 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in EEM as recently as Q1 2018.

Zeke Capital Advisors first reported a position in EEM in Q1 2016 and has held it in 3 quarters since. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

Zeke Capital Advisors held 590,952 shares of iShares MSCI Emerging Markets ETF worth $22.4M as of Q4 2022.
iShares MSCI Emerging Markets ETF was a new Zeke Capital Advisors position in Q4 2022.
iShares MSCI Emerging Markets ETF made up 1.46% of Zeke Capital Advisors's portfolio in Q4 2022, its #19 holding.
Zeke Capital Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2016 and has held it in 3 quarters since.
1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.