Lyons Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Lyons Wealth Management’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-17,345	Closed	-$838K	–	54
2018 Q1	$838K	Buy	+17,345	New	+$850K	1.27%	22
2017 Q3	–	Sell	-19,124	Closed	-$794K	–	55
2017 Q2	$794K	Buy	+19,124	New	+$778K	1.11%	30
2014 Q1	–	Sell	-8,610	Closed	-$362K	–	70
2013 Q4	$362K	Sell	8,610 -112	-1%	-$4.69K	0.34%	41
2013 Q3	$353K	Sell	8,722 -26	-0.3%	-$1.03K	0.32%	37
2013 Q2	$339K	Buy	+8,748	New	+$363K	0.34%	31

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lyons Wealth Management's EEM Position: Q2 2018 in Review

Lyons Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2018, closing a stake of 17,345 shares — an estimated $838K sold.

Lyons Wealth Management first reported a position in EEM in Q2 2013 and held it in 5 quarters. The position peaked at $838K in Q1 2018. 1,095 funds tracked by Wall St. Rank hold EEM as of Q2 2018.

Lyons Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2018 after selling out during the quarter.
Lyons Wealth Management sold 17,345 iShares MSCI Emerging Markets ETF shares in Q2 2018, an estimated $838K.
Lyons Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 5 quarters.
Lyons Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $838K in Q1 2018.
1,095 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2018.

Based on Lyons Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.