BDO Wealth Advisors’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$24.1K	Hold	450	–	–	﹤0.01%	548
2023 Q1	$22.7K	Hold	450	–	–	﹤0.01%	568
2022 Q4	$21.7K	Hold	450	–	–	﹤0.01%	564
2022 Q3	$20K	Hold	450	–	–	﹤0.01%	570
2022 Q2	$22K	Hold	450	–	–	﹤0.01%	543
2022 Q1	$26K	Buy	+450	New	+$25.8K	﹤0.01%	553

Other funds holding EEMS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BDO Wealth Advisors's EEMS Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q2 2023 at 450 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

BDO Wealth Advisors first reported a position in EEMS in Q1 2022 and has held it in 6 quarters since. The position peaked at $26K in Q1 2022. 114 funds tracked by Wall St. Rank hold EEMS as of Q2 2023.

BDO Wealth Advisors held 450 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $24.1K as of Q2 2023.
BDO Wealth Advisors left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q2 2023.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #548 holding.
BDO Wealth Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2022 and has held it in 6 quarters since.
BDO Wealth Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $26K in Q1 2022.
114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.