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Brandywine Oak Private Wealth’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-158
Closed -$6K – 319
2018
Q4 		$6K Buy
+158
New +$6.74K ﹤0.01% 546

Other funds holding EEMS

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Brandywine Oak Private Wealth's EEMS Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2019, closing a stake of 158 shares — an estimated $6K sold.

Brandywine Oak Private Wealth first reported a position in EEMS in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 80 funds tracked by Wall St. Rank hold EEMS as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 158 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2019, an estimated $6K.
  • Brandywine Oak Private Wealth first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $6K in Q4 2018.
  • 80 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.