Wealthcare Advisory Partners’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-315	Closed	-$18K	–	894
2021 Q1	$18K	Buy	+315	New	+$17.6K	﹤0.01%	1232
2020 Q2	–	Sell	-271	Closed	-$9K	–	591
2020 Q1	$9K	Sell	271 -128	-32%	-$5.19K	﹤0.01%	944
2019 Q4	$18K	Hold	399	–	–	﹤0.01%	786
2019 Q3	$17K	Buy	399 +271	+212%	+$11.5K	﹤0.01%	787
2019 Q2	$6K	Hold	128	–	–	﹤0.01%	1014
2019 Q1	$6K	Sell	128 -96	-43%	-$4.24K	﹤0.01%	917
2018 Q4	$9K	Buy	+224	New	+$9.55K	﹤0.01%	802

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

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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

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

JFGLC

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

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

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

Wealthcare Advisory Partners's EEMS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2021, closing a stake of 315 shares — an estimated $18K sold.

Wealthcare Advisory Partners first reported a position in EEMS in Q4 2018 and held it in 7 quarters. The position peaked at $18K in Q1 2021. 84 funds tracked by Wall St. Rank hold EEMS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 315 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2021, an estimated $18K.
Wealthcare Advisory Partners first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2018 and held it in 7 quarters.
Wealthcare Advisory Partners's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $18K in Q1 2021.
84 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.