Advisory Alpha’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Advisory Alpha’s Portfolio EEMS Stock Details EEMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-223	Closed	-$7.54K	–	223
2020 Q1	$7.54K	Buy	223 +40	+22%	+$1.62K	﹤0.01%	441
2019 Q4	$8.44K	Buy	183 +4	+2%	+$174	﹤0.01%	513
2019 Q3	$7.53K	Buy	+179	New	+$7.62K	﹤0.01%	489
2019 Q2	–	Sell	-178	Closed	-$7.68K	–	256
2019 Q1	$7.68K	Buy	+178	New	+$7.86K	﹤0.01%	429

Other funds holding EEMS

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Advisory Alpha's EEMS Position: Q2 2020 in Review

Advisory Alpha sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2020, closing a stake of 223 shares — an estimated $7.54K sold.

Advisory Alpha first reported a position in EEMS in Q1 2019 and held it in 4 quarters. The position peaked at $8.44K in Q4 2019. 61 funds tracked by Wall St. Rank hold EEMS as of Q2 2020.

Advisory Alpha reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
Advisory Alpha sold 223 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2020, an estimated $7.54K.
Advisory Alpha first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2019 and held it in 4 quarters.
Advisory Alpha's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $8.44K in Q4 2019.
61 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2020.

Based on Advisory Alpha's 13F filing for Q2 2020, filed 14 Aug 2020.