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Soltis Investment Advisors’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Soltis Investment Advisors’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
Q2 		– Sell
-8,463
Closed -$271K – 186
2020
Q1 		$271K Sell
8,463
-4,107
-33% -$167K 0.08% 132
2019
Q4 		$569K Buy
+12,570
New +$547K 0.11% 79

Other funds holding EEMS

Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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

Soltis Investment Advisors's EEMS Position: Q2 2020 in Review

Soltis Investment Advisors sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2020, closing a stake of 8,463 shares — an estimated $271K sold.

Soltis Investment Advisors first reported a position in EEMS in Q4 2019 and held it in 2 quarters. The position peaked at $569K in Q4 2019. 61 funds tracked by Wall St. Rank hold EEMS as of Q2 2020.

  • Soltis Investment Advisors reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Soltis Investment Advisors sold 8,463 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2020, an estimated $271K.
  • Soltis Investment Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Soltis Investment Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $569K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2020.

Based on Soltis Investment Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.