Creative Financial Designs’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Creative Financial Designs’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
2021 Q3	–	Sell	-218	Closed	-$14K	–	1404
2021 Q2	$14K	Hold	218	–	–	﹤0.01%	945
2021 Q1	$13K	Hold	218	–	–	﹤0.01%	879
2020 Q4	$12K	Hold	218	–	–	﹤0.01%	822
2020 Q3	$10K	Hold	218	–	–	﹤0.01%	799
2020 Q2	$9K	Buy	+218	New	+$7.81K	﹤0.01%	764

Other funds holding EEMS

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

JFGLC

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

Creative Financial Designs's EEMS Position: Q3 2021 in Review

Creative Financial Designs sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q3 2021, closing a stake of 218 shares — an estimated $14K sold.

Creative Financial Designs first reported a position in EEMS in Q2 2020 and held it in 5 quarters. The position peaked at $14K in Q2 2021. 87 funds tracked by Wall St. Rank hold EEMS as of Q3 2021.

Creative Financial Designs reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
Creative Financial Designs sold 218 iShares MSCI Emerging Markets Small-Cap ETF shares in Q3 2021, an estimated $14K.
Creative Financial Designs first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2020 and held it in 5 quarters.
Creative Financial Designs's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $14K in Q2 2021.
87 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2021.

Based on Creative Financial Designs's 13F filing for Q3 2021, filed 8 Oct 2021.