New Potomac Partners’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

New Potomac Partners’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 Q4	–	Sell	-2,405	Closed	-$105K	–	78
2020 Q3	$105K	Hold	2,405	–	–	0.08%	73
2020 Q2	$94K	Hold	2,405	–	–	0.08%	79
2020 Q1	$77K	Hold	2,405	–	–	0.08%	79
2019 Q4	$109K	Hold	2,405	–	–	0.1%	79
2019 Q3	$101K	Hold	2,405	–	–	0.1%	77
2019 Q2	$107K	Sell	2,405 -650	-21%	-$28.7K	0.11%	75
2019 Q1	$137K	Hold	3,055	–	–	0.14%	71
2018 Q4	$128K	Hold	3,055	–	–	0.14%	73
2018 Q3	$140K	Hold	3,055	–	–	0.13%	69
2018 Q2	$146K	Hold	3,055	–	–	0.14%	67
2018 Q1	$163K	Buy	+3,055	New	+$165K	0.16%	65

Other funds holding EEMS

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Creative Planning

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

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return