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United Capital Financial Advisors’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

United Capital Financial 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
2019
Q3 		– Sell
-173,901
Closed -$7.72M – 1363
2019
Q2 		$7.72M Buy
173,901
+479
+0.3% +$21.1K 0.05% 337
2019
Q1 		$7.8M Buy
173,422
+606
+0.4% +$26.8K 0.05% 328
2018
Q4 		$7.22M Buy
172,816
+2,519
+1% +$107K 0.06% 314
2018
Q3 		$7.79M Buy
170,297
+2,077
+1% +$97.9K 0.05% 349
2018
Q2 		$8.03M Buy
168,220
+772
+0.5% +$40K 0.06% 337
2018
Q1 		$8.93M Sell
167,448
-8,671
-5% -$469K 0.07% 316
2017
Q4 		$9.35M Sell
176,119
-1,865
-1% -$95.4K 0.07% 307
2017
Q3 		$8.79M Sell
177,984
-4,319
-2% -$210K 0.07% 301
2017
Q2 		$8.53M Sell
182,303
-4,428
-2% -$206K 0.08% 299
2017
Q1 		$8.62M Sell
186,731
-1,121
-0.6% -$49.1K 0.08% 293
2016
Q4 		$7.6M Sell
187,852
-5,895
-3% -$248K 0.07% 312
2016
Q3 		$8.59M Buy
193,747
+7,408
+4% +$320K 0.08% 296
2016
Q2 		$7.64M Buy
186,339
+3,355
+2% +$137K 0.08% 300
2016
Q1 		$7.55M Buy
182,984
+14,524
+9% +$560K 0.08% 261
2015
Q4 		$6.89M Buy
168,460
+16,226
+11% +$680K 0.08% 272
2015
Q3 		$6.07M Buy
152,234
+38,177
+33% +$1.64M 0.07% 281
2015
Q2 		$5.51M Buy
114,057
+13,209
+13% +$663K 0.06% 326
2015
Q1 		$5.15M Buy
100,848
+8,169
+9% +$378K 0.06% 325
2014
Q4 		$4.17M Buy
92,679
+70,751
+323% +$3.32M 0.06% 286
2014
Q3 		$1.08M Buy
+21,928
New +$1.11M 0.02% 589

Other funds holding EEMS

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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 $26.7B AUM 43.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

United Capital Financial Advisors's EEMS Position: Q3 2019 in Review

United Capital Financial Advisors sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q3 2019, closing a stake of 173,901 shares — an estimated $7.72M sold.

United Capital Financial Advisors first reported a position in EEMS in Q3 2014 and held it in 20 quarters. The position peaked at $9.35M in Q4 2017. 66 funds tracked by Wall St. Rank hold EEMS as of Q3 2019.

  • United Capital Financial Advisors reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 173,901 iShares MSCI Emerging Markets Small-Cap ETF shares in Q3 2019, an estimated $7.72M.
  • United Capital Financial Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2014 and held it in 20 quarters.
  • United Capital Financial Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $9.35M in Q4 2017.
  • 66 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.