LGWM
EEME

Litman Gregory Wealth Management’s ISHARES MSCI EMERGING MARKETS EMEA ETF EEME Stock Holding History

Litman Gregory Wealth Management’s Portfolio EEME Stock Details EEME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-892
Closed -$45K – 22
2014
Q1 		$45K Hold
892
– – 0.05% 18
2013
Q4 		$48K Buy
+892
New +$48K 0.06% 19

Other funds holding EEME

NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
LWI
Long Wharf Investors Boston, Massachusetts $127M AUM 18.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Litman Gregory Wealth Management's EEME Position: Q2 2014 in Review

Litman Gregory Wealth Management sold out of ISHARES MSCI EMERGING MARKETS EMEA ETF (EEME) in Q2 2014, closing a stake of 892 shares — an estimated $45K sold.

Litman Gregory Wealth Management first reported a position in EEME in Q4 2013 and held it in 2 quarters. The position peaked at $48K in Q4 2013. 10 funds tracked by Wall St. Rank hold EEME as of Q2 2014.

  • Litman Gregory Wealth Management reported no remaining ISHARES MSCI EMERGING MARKETS EMEA ETF position as of Q2 2014 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 892 ISHARES MSCI EMERGING MARKETS EMEA ETF shares in Q2 2014, an estimated $45K.
  • Litman Gregory Wealth Management first reported a position in ISHARES MSCI EMERGING MARKETS EMEA ETF in Q4 2013 and held it in 2 quarters.
  • Litman Gregory Wealth Management's ISHARES MSCI EMERGING MARKETS EMEA ETF position peaked at $48K in Q4 2013.
  • 10 funds tracked by Wall St. Rank held ISHARES MSCI EMERGING MARKETS EMEA ETF as of Q2 2014.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2014, filed 11 Aug 2014.