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

Aptus Capital 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
2025 Q4	–	Sell	-33	Closed	-$2.24K	–	1683
2025 Q3	$2.24K	Buy	+33	New	+$2.18K	﹤0.01%	1537

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

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

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aptus Capital Advisors's EEMS Position: Q4 2025 in Review

Aptus Capital Advisors sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q4 2025, closing a stake of 33 shares — an estimated $2.24K sold.

Aptus Capital Advisors first reported a position in EEMS in Q3 2025 and held it in 1 quarter. The position peaked at $2.24K in Q3 2025. 113 funds tracked by Wall St. Rank hold EEMS as of Q4 2025.

Aptus Capital Advisors reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 33 iShares MSCI Emerging Markets Small-Cap ETF shares in Q4 2025, an estimated $2.24K.
Aptus Capital Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2025 and held it in 1 quarter.
Aptus Capital Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $2.24K in Q3 2025.
113 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.