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Wealthspire Advisors (Maryland)’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-361
Closed -$16K – 890
2019
Q1 		$16K Hold
361
– – ﹤0.01% 1358
2018
Q4 		$15K Hold
361
– – ﹤0.01% 1316
2018
Q3 		$17K Hold
361
– – ﹤0.01% 1362
2018
Q2 		$17K Hold
361
– – ﹤0.01% 1373
2018
Q1 		$19K Hold
361
– – ﹤0.01% 1312
2017
Q4 		$19K Buy
+361
New +$18.5K ﹤0.01% 1341

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3AM
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HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
SO
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EEMS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2019, closing a stake of 361 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in EEMS in Q4 2017 and held it in 6 quarters. The position peaked at $19K in Q1 2018. 72 funds tracked by Wall St. Rank hold EEMS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 361 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2019, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI Emerging Markets Small-Cap ETF position peaked at $19K in Q1 2018.
  • 72 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.