SimplyRich’s Invesco MSCI Emerging Markets Equal Country Weight ETF EWEM Stock Holding History

SimplyRich’s Portfolio EWEM Stock Details EWEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,991	Closed	-$221K	–	153
2018 Q3	$221K	Hold	6,991	–	–	0.12%	150
2018 Q2	$223K	Hold	6,991	–	–	0.13%	149
2018 Q1	$248K	Hold	6,991	–	–	0.14%	155
2017 Q4	$243K	Buy	+6,991	New	+$234K	0.14%	149

Other funds holding EWEM

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

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SimplyRich's EWEM Position: Q4 2018 in Review

SimplyRich sold out of Invesco MSCI Emerging Markets Equal Country Weight ETF (EWEM) in Q4 2018, closing a stake of 6,991 shares — an estimated $221K sold.

SimplyRich first reported a position in EWEM in Q4 2017 and held it in 4 quarters. The position peaked at $248K in Q1 2018. 11 funds tracked by Wall St. Rank hold EWEM as of Q4 2018.

SimplyRich reported no remaining Invesco MSCI Emerging Markets Equal Country Weight ETF position as of Q4 2018 after selling out during the quarter.
SimplyRich sold 6,991 Invesco MSCI Emerging Markets Equal Country Weight ETF shares in Q4 2018, an estimated $221K.
SimplyRich first reported a position in Invesco MSCI Emerging Markets Equal Country Weight ETF in Q4 2017 and held it in 4 quarters.
SimplyRich's Invesco MSCI Emerging Markets Equal Country Weight ETF position peaked at $248K in Q1 2018.
11 funds tracked by Wall St. Rank held Invesco MSCI Emerging Markets Equal Country Weight ETF as of Q4 2018.

Based on SimplyRich's 13F filing for Q4 2018, filed 7 Feb 2019.