AE Wealth Management
EEMS icon

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
Q2 		$17.3K Buy
227
+79
+53% +$5.99K ﹤0.01% 2286
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

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HAC
Harbor Advisory Corp Portsmouth, New Hampshire $374M AUM 29.32% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

AE Wealth Management's EEMS Position: Q2 2026 in Review

AE Wealth Management increased its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 53% in Q2 2026, buying an estimated $5.99K and bringing the position to 227 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

AE Wealth Management first reported a position in EEMS in Q4 2024 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

  • AE Wealth Management held 227 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $17.3K as of Q2 2026.
  • AE Wealth Management bought 79 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $5.99K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2286 holding.
  • AE Wealth Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.