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Orion Portfolio Solutions’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-2
Closed – – 864
2020
Q2 		$0 Hold
2
– – ﹤0.01% 2238
2020
Q1 		$0 Buy
+2
New +$81 ﹤0.01% 1996

Other funds holding EEMS

Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CF
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
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6M
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

Orion Portfolio Solutions's EEMS Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q3 2020, closing a stake of 2 shares.

Orion Portfolio Solutions first reported a position in EEMS in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 68 funds tracked by Wall St. Rank hold EEMS as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2 iShares MSCI Emerging Markets Small-Cap ETF shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $0 in Q2 2020.
  • 68 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.