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

Advisornet Financial’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
2026
Q3 		– Sell
-574
Closed -$43.6K – 1074
2026
Q2 		$43.6K Buy
574
+4
+0.7% +$303 ﹤0.01% 1156
2026
Q1 		$39.5K Buy
570
+8
+1% +$568 ﹤0.01% 1125
2025
Q4 		$38K Buy
562
+16
+3% +$1.09K ﹤0.01% 1139
2025
Q3 		$37.1K Sell
546
-2,358
-81% -$156K ﹤0.01% 1117
2025
Q2 		$188K Buy
2,904
+20
+0.7% +$1.19K 0.01% 585
2025
Q1 		$160K Sell
2,884
-579
-17% -$33K 0.01% 602
2024
Q4 		$201K Buy
3,463
+78
+2% +$4.75K 0.02% 512
2024
Q3 		$216K Buy
3,385
+10
+0.3% +$614 0.02% 507
2024
Q2 		$206K Buy
3,375
+511
+18% +$30.7K 0.02% 470
2024
Q1 		$169K Buy
2,864
+2,191
+326% +$126K 0.02% 510
2023
Q4 		$38.9K Buy
+673
New +$37.2K ﹤0.01% 883
2023
Q3 		– Sell
-684
Closed -$36.6K – 2321
2023
Q2 		$36.6K Sell
684
-8,778
-93% -$455K ﹤0.01% 901
2023
Q1 		$477K Sell
9,462
-233
-2% -$11.7K 0.04% 303
2022
Q4 		$468K Sell
9,695
-10,332
-52% -$492K 0.05% 311
2022
Q3 		$908K Buy
20,027
+1,156
+6% +$56.4K 0.09% 222
2022
Q2 		$907K Sell
18,871
-1,080
-5% -$57.1K 0.09% 226
2022
Q1 		$1.14M Sell
19,951
-25
-0.1% -$1.43K 0.07% 229
2021
Q4 		$1.2M Buy
19,976
+1,321
+7% +$80.5K 0.07% 232
2021
Q3 		$1.13M Sell
18,655
-2,096
-10% -$129K 0.08% 217
2021
Q2 		$1.3M Buy
20,751
+5,710
+38% +$345K 0.09% 215
2021
Q1 		$865K Buy
15,041
+6,229
+71% +$349K 0.06% 265
2020
Q4 		$465K Sell
8,812
-2,033
-19% -$97.8K 0.04% 357
2020
Q3 		$475K Sell
10,845
-946
-8% -$40.9K 0.04% 342
2020
Q2 		$460K Sell
11,791
-2,249
-16% -$80.6K 0.04% 353
2020
Q1 		$450K Buy
14,040
+1,017
+8% +$41.3K 0.04% 330
2019
Q4 		$589K Buy
13,023
+3,827
+42% +$167K 0.05% 308
2019
Q3 		$387K Buy
+9,196
New +$391K 0.04% 376
2019
Q2 		– Sell
-99
Closed -$4K – 1707
2019
Q1 		$4K Hold
99
– – ﹤0.01% 1350
2018
Q4 		$4K Hold
99
– – ﹤0.01% 1267
2018
Q3 		$5K Buy
+99
New +$4.67K ﹤0.01% 1274

Other funds holding EEMS

PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
NFP
NorthLanding Financial Partners Rochester, New York $143M AUM 11.44% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $319M AUM

Advisornet Financial's EEMS Position: Q3 2026 in Review

Advisornet Financial sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q3 2026, closing a stake of 574 shares — an estimated $43.6K sold.

Advisornet Financial first reported a position in EEMS in Q3 2018 and held it in 30 quarters. The position peaked at $1.3M in Q2 2021. 12 funds tracked by Wall St. Rank hold EEMS as of Q3 2026.

  • Advisornet Financial reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 574 iShares MSCI Emerging Markets Small-Cap ETF shares in Q3 2026, an estimated $43.6K.
  • Advisornet Financial first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2018 and held it in 30 quarters.
  • Advisornet Financial's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $1.3M in Q2 2021.
  • 12 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.