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MWM
Merriman Wealth Management’s
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
Stock Holding History
Merriman 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
2024
Q4
$559K
Hold
9,620
–
–
0.02%
126
2024
Q3
$614K
Hold
9,620
–
–
0.02%
132
2024
Q2
$588K
Hold
9,620
–
–
0.03%
129
2024
Q1
$566K
Hold
9,620
–
–
0.03%
128
2023
Q4
$556K
Hold
9,620
–
–
0.03%
121
2023
Q3
$525K
Sell
9,620
-57
-0.6%
-$3.15K
0.03%
113
2023
Q2
$518K
Sell
9,677
-1
-0%
-$52
0.03%
138
2023
Q1
$488K
Sell
9,678
-1,431
-13%
-$72.1K
0.03%
133
2022
Q4
$536K
Hold
11,109
–
–
0.03%
137
2022
Q3
$504K
Sell
11,109
-4,033
-27%
-$197K
0.03%
99
2022
Q2
$727K
Buy
15,142
+2,569
+20%
+$136K
0.05%
84
2022
Q1
$717K
Sell
12,573
-1,710
-12%
-$98K
0.06%
103
2021
Q4
$860K
Buy
14,283
+1,649
+13%
+$101K
0.06%
117
2021
Q3
$766K
Sell
12,634
-114
-0.9%
-$7.03K
0.06%
113
2021
Q2
$799K
Hold
12,748
–
–
0.07%
132
2021
Q1
$733K
Hold
12,748
–
–
0.08%
105
2020
Q4
$674K
Hold
12,748
–
–
0.07%
128
2020
Q3
$558K
Hold
12,748
–
–
0.08%
99
2020
Q2
$498K
Buy
+12,748
New
+$457K
0.08%
103
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$43.7B AUM
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CCA
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1-Year Est. Return
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$36.1B AUM
19.68%
1-Year Est. Return
Northwestern Mutual Wealth Management
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$162B AUM
16.35%
1-Year Est. Return
ECM
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$4.61B AUM
25.58%
1-Year Est. Return
OMC
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$4.22B AUM
14.68%
1-Year Est. Return
CF
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$485M AUM
4.29%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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