Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Cambridge Investment Research 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
2020
Q1 		– Sell
-15,283
Closed -$692K – 2318
2019
Q4 		$692K Buy
15,283
+2,533
+20% +$110K 0.01% 1366
2019
Q3 		$537K Buy
12,750
+171
+1% +$7.28K ﹤0.01% 1452
2019
Q2 		$558K Buy
12,579
+379
+3% +$16.7K 0.01% 1360
2019
Q1 		$549K Sell
12,200
-303
-2% -$13.4K 0.01% 1423
2018
Q4 		$523K Buy
12,503
+5,571
+80% +$238K 0.01% 1290
2018
Q3 		$317K Sell
6,932
-127
-2% -$5.99K ﹤0.01% 1761
2018
Q2 		$337K Sell
7,059
-948
-12% -$49.1K ﹤0.01% 1640
2018
Q1 		$427K Sell
8,007
-188
-2% -$10.2K ﹤0.01% 1438
2017
Q4 		$435K Sell
8,195
-411
-5% -$21K 0.01% 1406
2017
Q3 		$425K Buy
8,606
+317
+4% +$15.4K 0.01% 1338
2017
Q2 		$388K Sell
8,289
-790
-9% -$36.8K 0.01% 1363
2017
Q1 		$419K Buy
9,079
+4,059
+81% +$178K 0.01% 1167
2016
Q4 		$203K Buy
+5,020
New +$211K ﹤0.01% 1493
2015
Q3 		– Sell
-6,302
Closed -$305K – 1509
2015
Q2 		$305K Buy
+6,302
New +$317K 0.01% 1050

Other funds holding EEMS

Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Cambridge Investment Research Advisors's EEMS Position: Q1 2020 in Review

Cambridge Investment Research Advisors sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2020, closing a stake of 15,283 shares — an estimated $692K sold.

Cambridge Investment Research Advisors first reported a position in EEMS in Q2 2015 and held it in 14 quarters. The position peaked at $692K in Q4 2019. 63 funds tracked by Wall St. Rank hold EEMS as of Q1 2020.

  • Cambridge Investment Research Advisors reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 15,283 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2020, an estimated $692K.
  • Cambridge Investment Research Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2015 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $692K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2020.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2020, filed 8 May 2020.