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

WP Advisors’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
-951
Closed -$428 – 92
2019
Q1 		$428 Buy
+951
New +$42K 0.05% 128
2018
Q4 		– Sell
-933
Closed -$43K – 115
2018
Q3 		$43K Hold
933
– – 0.04% 134
2018
Q2 		$45K Buy
+933
New +$48.3K 0.04% 137

Other funds holding EEMS

1832 Asset Management
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
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

WP Advisors's EEMS Position: Q2 2019 in Review

WP Advisors sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2019, closing a stake of 951 shares — an estimated $428 sold.

WP Advisors first reported a position in EEMS in Q2 2018 and held it in 3 quarters. The position peaked at $45K in Q2 2018. 72 funds tracked by Wall St. Rank hold EEMS as of Q2 2019.

  • WP Advisors reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • WP Advisors sold 951 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2019, an estimated $428.
  • WP Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2018 and held it in 3 quarters.
  • WP Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $45K in Q2 2018.
  • 72 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.