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Financial Architects (New Jersey)’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Financial Architects (New Jersey)’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
2016
Q4 		– Sell
-2,895
Closed -$128K – 1413
2016
Q3 		$128K Hold
2,895
– – 0.03% 336
2016
Q2 		$119K Sell
2,895
-9
-0.3% -$368 0.03% 334
2016
Q1 		$120K Buy
+2,904
New +$112K 0.04% 248

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VAIA
Virtus Alternative Investment Advisers Hartford, Connecticut $6.71M AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Financial Architects (New Jersey)'s EEMS Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q4 2016, closing a stake of 2,895 shares — an estimated $128K sold.

Financial Architects (New Jersey) first reported a position in EEMS in Q1 2016 and held it in 3 quarters. The position peaked at $128K in Q3 2016. 40 funds tracked by Wall St. Rank hold EEMS as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,895 iShares MSCI Emerging Markets Small-Cap ETF shares in Q4 2016, an estimated $128K.
  • Financial Architects (New Jersey) first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2016 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s iShares MSCI Emerging Markets Small-Cap ETF position peaked at $128K in Q3 2016.
  • 40 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.