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Aries Wealth Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Aries Wealth Management’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
2022
Q2 		– Sell
-49,702
Closed -$2.83M – 184
2022
Q1 		$2.83M Buy
+49,702
New +$2.85M 1.23% 27

Other funds holding EEMS

Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aries Wealth Management's EEMS Position: Q2 2022 in Review

Aries Wealth Management sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2022, closing a stake of 49,702 shares — an estimated $2.83M sold.

Aries Wealth Management first reported a position in EEMS in Q1 2022 and held it in 1 quarter. The position peaked at $2.83M in Q1 2022. 94 funds tracked by Wall St. Rank hold EEMS as of Q2 2022.

  • Aries Wealth Management reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 49,702 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2022, an estimated $2.83M.
  • Aries Wealth Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $2.83M in Q1 2022.
  • 94 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.