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Life Planning Partners’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-19
Closed -$1.1K – 111
2023
Q4 		$1.1K Buy
+19
New +$1.05K ﹤0.01% 232
2022
Q3 		$862 Hold
19
– – ﹤0.01% 173
2022
Q2 		$1K Hold
19
– – ﹤0.01% 169
2022
Q1 		$1K Hold
19
– – ﹤0.01% 172
2021
Q4 		$1K Buy
+19
New +$1.16K ﹤0.01% 158

Other funds holding EEMS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $230M AUM 10.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Life Planning Partners's EEMS Position: Q1 2024 in Review

Life Planning Partners sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2024, closing a stake of 19 shares — an estimated $1.1K sold.

Life Planning Partners first reported a position in EEMS in Q4 2021 and held it in 5 quarters. The position peaked at $1.1K in Q4 2023. 124 funds tracked by Wall St. Rank hold EEMS as of Q1 2024.

  • Life Planning Partners reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 19 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2024, an estimated $1.1K.
  • Life Planning Partners first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $1.1K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.