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Wealthfront’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Wealthfront’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
2014
Q3 		– Sell
-15
Closed -$1K – 677
2014
Q2 		$1K Buy
+15
New +$739 ﹤0.01% 569

Other funds holding EEMS

CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return

Wealthfront's EEMS Position: Q3 2014 in Review

Wealthfront sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q3 2014, closing a stake of 15 shares — an estimated $1K sold.

Wealthfront first reported a position in EEMS in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 17 funds tracked by Wall St. Rank hold EEMS as of Q3 2014.

  • Wealthfront reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q3 2014 after selling out during the quarter.
  • Wealthfront sold 15 iShares MSCI Emerging Markets Small-Cap ETF shares in Q3 2014, an estimated $1K.
  • Wealthfront first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2014 and held it in 1 quarter.
  • Wealthfront's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $1K in Q2 2014.
  • 17 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2014.

Based on Wealthfront's 13F filing for Q3 2014, filed 14 Nov 2014.