RPg Family Wealth Advisory’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-4,254	Closed	-$242K	–	141
2022 Q1	$242K	Hold	4,254	–	–	0.1%	95
2021 Q4	$256K	Buy	+4,254	New	+$259K	0.1%	103

Other funds holding EEMS

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RPg Family Wealth Advisory's EEMS Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2022, closing a stake of 4,254 shares — an estimated $242K sold.

RPg Family Wealth Advisory first reported a position in EEMS in Q4 2021 and held it in 2 quarters. The position peaked at $256K in Q4 2021. 94 funds tracked by Wall St. Rank hold EEMS as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 4,254 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2022, an estimated $242K.
RPg Family Wealth Advisory first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2021 and held it in 2 quarters.
RPg Family Wealth Advisory's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $256K in Q4 2021.
94 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.