Taylor Wealth Management Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Taylor Wealth Management Partners’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,000	Closed	-$141K	–	141
2017 Q4	$141K	Hold	3,000	–	–	0.06%	69
2017 Q3	$134K	Hold	3,000	–	–	0.06%	73
2017 Q2	$124K	Hold	3,000	–	–	0.06%	72
2017 Q1	$118K	Sell	3,000 -1,000	-25%	-$38K	0.05%	74
2016 Q4	$140K	Sell	4,000 -203,440	-98%	-$7.34M	0.06%	68
2016 Q3	$7.77M	Sell	207,440 -47,425	-19%	-$1.73M	3.48%	9
2016 Q2	$8.76M	Sell	254,865 -24,175	-9%	-$812K	3.51%	8
2016 Q1	$9.56M	Buy	+279,040	New	+$8.64M	4.51%	8

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Taylor Wealth Management Partners's EEM Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2018, closing a stake of 3,000 shares — an estimated $141K sold.

Taylor Wealth Management Partners first reported a position in EEM in Q1 2016 and held it in 8 quarters. The position peaked at $9.56M in Q1 2016. 1,143 funds tracked by Wall St. Rank hold EEM as of Q1 2018.

Taylor Wealth Management Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 3,000 iShares MSCI Emerging Markets ETF shares in Q1 2018, an estimated $141K.
Taylor Wealth Management Partners first reported a position in iShares MSCI Emerging Markets ETF in Q1 2016 and held it in 8 quarters.
Taylor Wealth Management Partners's iShares MSCI Emerging Markets ETF position peaked at $9.56M in Q1 2016.
1,143 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.