Buckingham Strategic Wealth’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Buckingham Strategic 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
2024 Q2	$267K	Hold	4,373	–	–	﹤0.01%	629
2024 Q1	$257K	Hold	4,373	–	–	﹤0.01%	633
2023 Q4	$253K	Hold	4,373	–	–	﹤0.01%	620
2023 Q3	$239K	Hold	4,373	–	–	﹤0.01%	586
2023 Q2	$234K	Hold	4,373	–	–	﹤0.01%	590
2023 Q1	$211K	Hold	4,373	–	–	﹤0.01%	558
2022 Q4	$211K	Buy	+4,373	New	+$208K	﹤0.01%	560
2022 Q3	–	Sell	-4,373	Closed	-$210K	–	620
2022 Q2	$210K	Sell	4,373 -595	-12%	-$31.5K	﹤0.01%	546
2022 Q1	$283K	Buy	+4,968	New	+$285K	0.01%	486

Other funds holding EEMS

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ERFOTCOFW

Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $230M AUM 10.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOWBOCOPL

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

JFGLC

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

Buckingham Strategic Wealth's EEMS Position: Q2 2024 in Review

Buckingham Strategic Wealth held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q2 2024 at 4,373 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Buckingham Strategic Wealth first reported a position in EEMS in Q1 2022 and has held it in 9 quarters since. The position peaked at $283K in Q1 2022. 118 funds tracked by Wall St. Rank hold EEMS as of Q2 2024.

Buckingham Strategic Wealth held 4,373 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $267K as of Q2 2024.
Buckingham Strategic Wealth left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q2 2024.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #629 holding.
Buckingham Strategic Wealth first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2022 and has held it in 9 quarters since.
Buckingham Strategic Wealth's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $283K in Q1 2022.
118 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.