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Winthrop Advisory Group’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Winthrop Advisory Group’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
2018
Q3 		– Sell
-5,000
Closed -$239K – 89
2018
Q2 		$239K Hold
5,000
– – 0.16% 69
2018
Q1 		$262K Hold
5,000
– – 0.18% 64
2017
Q4 		$273K Buy
+5,000
New +$256K 0.19% 64

Other funds holding EEMS

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Winthrop Advisory Group's EEMS Position: Q3 2018 in Review

Winthrop Advisory Group sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q3 2018, closing a stake of 5,000 shares — an estimated $239K sold.

Winthrop Advisory Group first reported a position in EEMS in Q4 2017 and held it in 3 quarters. The position peaked at $273K in Q4 2017. 72 funds tracked by Wall St. Rank hold EEMS as of Q3 2018.

  • Winthrop Advisory Group reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Winthrop Advisory Group sold 5,000 iShares MSCI Emerging Markets Small-Cap ETF shares in Q3 2018, an estimated $239K.
  • Winthrop Advisory Group first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2017 and held it in 3 quarters.
  • Winthrop Advisory Group's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $273K in Q4 2017.
  • 72 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2018.

Based on Winthrop Advisory Group's 13F filing for Q3 2018, filed 29 Oct 2018.