AE Wealth Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

AE Wealth Management’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 Q1	$10.2K	Hold	148	–	–	﹤0.01%	2277
2025 Q4	$9.99K	Sell	148 -8	-5%	-$543	﹤0.01%	2143
2025 Q3	$10.6K	Buy	+156	New	+$10.3K	﹤0.01%	1992
2025 Q2	–	Sell	-70	Closed	-$3.89K	–	2186
2025 Q1	$3.89K	Hold	70	–	–	﹤0.01%	1967
2024 Q4	$4.07K	Buy	+70	New	+$4.26K	﹤0.01%	1937

Other funds holding EEMS

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

HAC

Harbor Advisory Corp Portsmouth, New Hampshire $333M AUM 20.54% 1-Year Est. Return

AE Wealth Management's EEMS Position: Q1 2026 in Review

AE Wealth Management held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q1 2026 at 148 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

AE Wealth Management first reported a position in EEMS in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.6K in Q3 2025. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

AE Wealth Management held 148 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $10.2K as of Q1 2026.
AE Wealth Management left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2277 holding.
AE Wealth Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
AE Wealth Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $10.6K in Q3 2025.
114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.