Wealthcare Capital Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Wealthcare Capital Management’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 Q1	–	Sell	-388	Closed	-$16K	–	188
2018 Q4	$16K	Hold	388	–	–	﹤0.01%	143
2018 Q3	$18K	Hold	388	–	–	﹤0.01%	141
2018 Q2	$19K	Hold	388	–	–	﹤0.01%	129
2018 Q1	$21K	Hold	388	–	–	﹤0.01%	116
2017 Q4	$21K	Hold	388	–	–	﹤0.01%	113
2017 Q3	$19K	Hold	388	–	–	﹤0.01%	114
2017 Q2	$18K	Hold	388	–	–	﹤0.01%	110
2017 Q1	$18K	Hold	388	–	–	﹤0.01%	112
2016 Q4	$16K	Buy	388 +80	+26%	+$3.37K	﹤0.01%	110
2016 Q3	$14K	Hold	308	–	–	﹤0.01%	113
2016 Q2	$13K	Hold	308	–	–	﹤0.01%	113
2016 Q1	$13K	Hold	308	–	–	﹤0.01%	121
2015 Q4	$13K	Buy	+308	New	+$12.9K	﹤0.01%	134

Other funds holding EEMS

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wealthcare Capital Management's EEMS Position: Q1 2019 in Review

Wealthcare Capital Management sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2019, closing a stake of 388 shares — an estimated $16K sold.

Wealthcare Capital Management first reported a position in EEMS in Q4 2015 and held it in 13 quarters. The position peaked at $21K in Q1 2018. 80 funds tracked by Wall St. Rank hold EEMS as of Q1 2019.

Wealthcare Capital Management reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
Wealthcare Capital Management sold 388 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2019, an estimated $16K.
Wealthcare Capital Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2015 and held it in 13 quarters.
Wealthcare Capital Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $21K in Q1 2018.
80 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2019.

Based on Wealthcare Capital Management's 13F filing for Q1 2019, filed 13 May 2019.