LWI
EEME

Long Wharf Investors’s ISHARES MSCI EMERGING MARKETS EMEA ETF EEME Stock Holding History

Long Wharf Investors’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 		$521K Sell
9,500
-30
-0.3% -$1.58K 0.41% 91
2014
Q1 		$482K Buy
9,530
+4,680
+96% +$230K 0.41% 89
2013
Q4 		$259K Buy
+4,850
New +$261K 0.23% 112

Other funds holding EEME

NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 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 $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Long Wharf Investors's EEME Position: Q2 2014 in Review

Long Wharf Investors reduced its ISHARES MSCI EMERGING MARKETS EMEA ETF (EEME) stake by 0.31% in Q2 2014, selling an estimated $1.58K and leaving 9,500 shares worth $521K. The position accounts for 0.41% of the portfolio, ranked #91.

Long Wharf Investors first reported a position in EEME in Q4 2013 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold EEME as of Q2 2014.

  • Long Wharf Investors held 9,500 shares of ISHARES MSCI EMERGING MARKETS EMEA ETF worth $521K as of Q2 2014.
  • Long Wharf Investors sold 30 ISHARES MSCI EMERGING MARKETS EMEA ETF shares in Q2 2014, an estimated $1.58K.
  • ISHARES MSCI EMERGING MARKETS EMEA ETF made up 0.41% of Long Wharf Investors's portfolio in Q2 2014, its #91 holding.
  • Long Wharf Investors first reported a position in ISHARES MSCI EMERGING MARKETS EMEA ETF in Q4 2013 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held ISHARES MSCI EMERGING MARKETS EMEA ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.