Cypress Wealth Services’s Invesco MSCI Emerging Markets Equal Country Weight ETF EWEM Stock Holding History

Cypress Wealth Services’s Portfolio EWEM Stock Details EWEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-11,463	Closed	-$368K	–	277
2019 Q2	$368K	Sell	11,463 -1,950	-15%	-$61.6K	0.11%	166
2019 Q1	$426K	Sell	13,413 -1,101	-8%	-$34.9K	0.13%	135
2018 Q4	$430K	Sell	14,514 -18	-0.1%	-$544	0.17%	120
2018 Q3	$460K	Sell	14,532 -421	-3%	-$13.5K	0.16%	121
2018 Q2	$476K	Buy	+14,953	New	+$509K	0.18%	120
2018 Q1	–	Sell	-10,449	Closed	-$363K	–	210
2017 Q4	$363K	Buy	+10,449	New	+$350K	0.15%	129

Other funds holding EWEM

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

CMO

Covenant Multifamily Offices San Antonio, Texas $557M AUM 25.75% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

Cypress Wealth Services's EWEM Position: Q3 2019 in Review

Cypress Wealth Services sold out of Invesco MSCI Emerging Markets Equal Country Weight ETF (EWEM) in Q3 2019, closing a stake of 11,463 shares — an estimated $368K sold.

Cypress Wealth Services first reported a position in EWEM in Q4 2017 and held it in 6 quarters. The position peaked at $476K in Q2 2018. 13 funds tracked by Wall St. Rank hold EWEM as of Q3 2019.

Cypress Wealth Services reported no remaining Invesco MSCI Emerging Markets Equal Country Weight ETF position as of Q3 2019 after selling out during the quarter.
Cypress Wealth Services sold 11,463 Invesco MSCI Emerging Markets Equal Country Weight ETF shares in Q3 2019, an estimated $368K.
Cypress Wealth Services first reported a position in Invesco MSCI Emerging Markets Equal Country Weight ETF in Q4 2017 and held it in 6 quarters.
Cypress Wealth Services's Invesco MSCI Emerging Markets Equal Country Weight ETF position peaked at $476K in Q2 2018.
13 funds tracked by Wall St. Rank held Invesco MSCI Emerging Markets Equal Country Weight ETF as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.