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

Elmwood 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
2022 Q1	–	Sell	-50	Closed	-$3K	–	165
2021 Q4	$3K	Buy	+50	New	+$3.05K	﹤0.01%	331
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	293
2021 Q1	$3K	Buy	+50	New	+$2.8K	﹤0.01%	285
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	234
2020 Q2	$2K	Sell	50 -7,925	-99%	-$284K	﹤0.01%	234
2020 Q1	$425K	Buy	+7,975	New	+$324K	0.41%	69
2019 Q4	–	Sell	-250	Closed	-$11K	–	132
2019 Q3	$11K	Hold	250	–	–	0.01%	176
2019 Q2	$11K	Hold	250	–	–	0.01%	187
2019 Q1	$11K	Hold	250	–	–	0.01%	185
2018 Q4	$10K	Sell	250 -300	-55%	-$12.8K	0.01%	191
2018 Q3	$25.2K	Sell	550 -7,475	-93%	-$352K	0.02%	161
2018 Q2	$383K	Buy	8,025 +50	+0.6%	+$2.59K	0.35%	74
2018 Q1	$425K	Buy	+7,975	New	+$431K	0.41%	69

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

CCA

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

JFGLC

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

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

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

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

Elmwood Wealth Management's EEMS Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2022, closing a stake of 50 shares — an estimated $3K sold.

Elmwood Wealth Management first reported a position in EEMS in Q1 2018 and held it in 13 quarters. The position peaked at $425K in Q1 2020. 98 funds tracked by Wall St. Rank hold EEMS as of Q1 2022.

Elmwood Wealth Management reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 50 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2022, an estimated $3K.
Elmwood Wealth Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $425K in Q1 2020.
98 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.