MD Financial Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

MD Financial 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
2020 Q2	–	Sell	-43,663	Closed	-$1.4M	–	43
2020 Q1	$1.4M	Buy	+43,663	New	+$1.77M	0.09%	46
2019 Q3	–	Sell	-339,506	Closed	-$15.1M	–	42
2019 Q2	$15.1M	Buy	+339,506	New	+$15M	0.73%	33

Other funds holding EEMS

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

MD Financial Management's EEMS Position: Q2 2020 in Review

MD Financial Management sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2020, closing a stake of 43,663 shares — an estimated $1.4M sold.

MD Financial Management first reported a position in EEMS in Q2 2019 and held it in 2 quarters. The position peaked at $15.1M in Q2 2019. 61 funds tracked by Wall St. Rank hold EEMS as of Q2 2020.

MD Financial Management reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
MD Financial Management sold 43,663 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2020, an estimated $1.4M.
MD Financial Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2019 and held it in 2 quarters.
MD Financial Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $15.1M in Q2 2019.
61 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2020.

Based on MD Financial Management's 13F filing for Q2 2020, filed 13 Jul 2020.