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Cornerstone Wealth Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Cornerstone Wealth Management’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
2018
Q3 		– Sell
-16,548
Closed -$350K – 1359
2018
Q2 		$350K Buy
+16,548
New +$857K ﹤0.01% 1133

Other funds holding EEMS

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Wealth Management's EEMS Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q3 2018, closing a stake of 16,548 shares — an estimated $350K sold.

Cornerstone Wealth Management first reported a position in EEMS in Q2 2018 and held it in 1 quarter. The position peaked at $350K in Q2 2018. 72 funds tracked by Wall St. Rank hold EEMS as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 16,548 iShares MSCI Emerging Markets Small-Cap ETF shares in Q3 2018, an estimated $350K.
  • Cornerstone Wealth Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $350K in Q2 2018.
  • 72 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.