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NewFocus Financial Group’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

NewFocus Financial Group’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
2015
Q1 		– Sell
-4,482
Closed -$202K – 59
2014
Q4 		$202K Buy
+4,482
New +$210K 0.14% 53

Other funds holding EEMS

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewFocus Financial Group's EEMS Position: Q1 2015 in Review

NewFocus Financial Group sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2015, closing a stake of 4,482 shares — an estimated $202K sold.

NewFocus Financial Group first reported a position in EEMS in Q4 2014 and held it in 1 quarter. The position peaked at $202K in Q4 2014. 18 funds tracked by Wall St. Rank hold EEMS as of Q1 2015.

  • NewFocus Financial Group reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • NewFocus Financial Group sold 4,482 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2015, an estimated $202K.
  • NewFocus Financial Group first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2014 and held it in 1 quarter.
  • NewFocus Financial Group's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $202K in Q4 2014.
  • 18 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2015.

Based on NewFocus Financial Group's 13F filing for Q1 2015, filed 1 May 2015.