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

Arax Advisory Partners’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 Q4	$5K	Buy	93 +2	+2%	+$96	﹤0.01%	620
2020 Q3	$4K	Hold	91	–	–	﹤0.01%	610
2020 Q2	$4K	Hold	91	–	–	﹤0.01%	602
2020 Q1	$3K	Buy	+91	New	+$3.69K	﹤0.01%	603

Other funds holding EEMS

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

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

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

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

HIM

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 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

OIA

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

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

Arax Advisory Partners's EEMS Position: Q4 2020 in Review

Arax Advisory Partners increased its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 2.2% in Q4 2020, buying an estimated $96 and bringing the position to 93 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Arax Advisory Partners first reported a position in EEMS in Q1 2020 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold EEMS as of Q4 2020.

Arax Advisory Partners held 93 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $5K as of Q4 2020.
Arax Advisory Partners bought 2 iShares MSCI Emerging Markets Small-Cap ETF shares in Q4 2020, an estimated $96.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q4 2020, its #620 holding.
Arax Advisory Partners first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2020 and has held it in 4 quarters since.
73 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q4 2020.

Based on Arax Advisory Partners's 13F filing for Q4 2020, filed 3 Feb 2021.