Zevin Asset Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Zevin Asset 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
2018 Q1	–	Sell	-16,539	Closed	-$779K	–	123
2017 Q4	$779K	Sell	16,539 -11	-0.1%	-$509	0.18%	72
2017 Q3	$742K	Buy	16,550 +11,100	+204%	+$489K	0.17%	76
2017 Q2	$226K	Buy	+5,450	New	+$222K	0.06%	111

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Zevin Asset Management's EEM Position: Q1 2018 in Review

Zevin Asset Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2018, closing a stake of 16,539 shares — an estimated $779K sold.

Zevin Asset Management first reported a position in EEM in Q2 2017 and held it in 3 quarters. The position peaked at $779K in Q4 2017. 1,143 funds tracked by Wall St. Rank hold EEM as of Q1 2018.

Zevin Asset Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
Zevin Asset Management sold 16,539 iShares MSCI Emerging Markets ETF shares in Q1 2018, an estimated $779K.
Zevin Asset Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2017 and held it in 3 quarters.
Zevin Asset Management's iShares MSCI Emerging Markets ETF position peaked at $779K in Q4 2017.
1,143 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2018.

Based on Zevin Asset Management's 13F filing for Q1 2018, filed 30 Apr 2018.