E. Ohman J:or Asset Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

E. Ohman J:or Asset 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
2020 Q2	–	Sell	-9,200	Closed	-$295K	–	439
2020 Q1	$295K	Sell	9,200 -6,200	-40%	-$252K	0.02%	302
2019 Q4	$697K	Buy	+15,400	New	+$671K	0.04%	252

Other funds holding EEMS

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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

CCA

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

E. Ohman J:or Asset Management's EEMS Position: Q2 2020 in Review

E. Ohman J:or Asset Management sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2020, closing a stake of 9,200 shares — an estimated $295K sold.

E. Ohman J:or Asset Management first reported a position in EEMS in Q4 2019 and held it in 2 quarters. The position peaked at $697K in Q4 2019. 61 funds tracked by Wall St. Rank hold EEMS as of Q2 2020.

E. Ohman J:or Asset Management reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
E. Ohman J:or Asset Management sold 9,200 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2020, an estimated $295K.
E. Ohman J:or Asset Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2019 and held it in 2 quarters.
E. Ohman J:or Asset Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $697K in Q4 2019.
61 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2020.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2020, filed 5 Apr 2024.