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

Litman Gregory 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
2019
Q3 		– Sell
-960
Closed -$43K – 227
2019
Q2 		$43K Hold
960
– – 0.01% 94
2019
Q1 		$43K Hold
960
– – 0.01% 71
2018
Q4 		$40K Buy
+960
New +$40.9K 0.01% 78

Other funds holding EEMS

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

Litman Gregory Wealth Management's EEMS Position: Q3 2019 in Review

Litman Gregory Wealth Management sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q3 2019, closing a stake of 960 shares — an estimated $43K sold.

Litman Gregory Wealth Management first reported a position in EEMS in Q4 2018 and held it in 3 quarters. The position peaked at $43K in Q2 2019. 66 funds tracked by Wall St. Rank hold EEMS as of Q3 2019.

  • Litman Gregory Wealth Management reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 960 iShares MSCI Emerging Markets Small-Cap ETF shares in Q3 2019, an estimated $43K.
  • Litman Gregory Wealth Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2018 and held it in 3 quarters.
  • Litman Gregory Wealth Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $43K in Q2 2019.
  • 66 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.