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Zullo Investment Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-979
Closed -$37.1K – 291
2022
Q4 		$37.1K Sell
979
-197
-17% -$7.27K 0.02% 317
2022
Q3 		$41K Sell
1,176
-765
-39% -$29.9K 0.03% 292
2022
Q2 		$78K Sell
1,941
-1,955
-50% -$82K 0.05% 230
2022
Q1 		$176K Sell
3,896
-2,286
-37% -$108K 0.09% 165
2021
Q4 		$302K Buy
+6,182
New +$311K 0.16% 118

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zullo Investment Group's EEM Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2023, closing a stake of 979 shares — an estimated $37.1K sold.

Zullo Investment Group first reported a position in EEM in Q4 2021 and held it in 5 quarters. The position peaked at $302K in Q4 2021. 1,316 funds tracked by Wall St. Rank hold EEM as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 979 iShares MSCI Emerging Markets ETF shares in Q1 2023, an estimated $37.1K.
  • Zullo Investment Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares MSCI Emerging Markets ETF position peaked at $302K in Q4 2021.
  • 1,316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.