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

Catalyst 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
2020
Q4 		– Sell
-620
Closed -$27K – 114
2020
Q3 		$27K Buy
+620
New +$26.8K 0.03% 149

Other funds holding EEMS

Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

Catalyst Private Wealth's EEMS Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q4 2020, closing a stake of 620 shares — an estimated $27K sold.

Catalyst Private Wealth first reported a position in EEMS in Q3 2020 and held it in 1 quarter. The position peaked at $27K in Q3 2020. 73 funds tracked by Wall St. Rank hold EEMS as of Q4 2020.

  • Catalyst Private Wealth reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 620 iShares MSCI Emerging Markets Small-Cap ETF shares in Q4 2020, an estimated $27K.
  • Catalyst Private Wealth first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $27K in Q3 2020.
  • 73 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.