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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

New Potomac Partners's EEMS Position: Q4 2020 in Review

New Potomac Partners sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q4 2020, closing a stake of 2,405 shares — an estimated $105K sold.

New Potomac Partners first reported a position in EEMS in Q1 2018 and held it in 11 quarters. The position peaked at $163K in Q1 2018. 73 funds tracked by Wall St. Rank hold EEMS as of Q4 2020.

New Potomac Partners reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
New Potomac Partners sold 2,405 iShares MSCI Emerging Markets Small-Cap ETF shares in Q4 2020, an estimated $105K.
New Potomac Partners first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2018 and held it in 11 quarters.
New Potomac Partners's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $163K in Q1 2018.
73 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q4 2020.

Based on New Potomac Partners's 13F filing for Q4 2020, filed 28 Jan 2021.