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

Avior 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	$718K	Hold	9,467	–	–	0.02%	436
2026 Q1	$655K	Sell	9,467 -400	-4%	-$28.4K	0.02%	457
2025 Q4	$666K	Buy	9,867 +243	+3%	+$16.5K	0.02%	393
2025 Q3	$654K	Buy	9,624 +4,000	+71%	+$265K	0.02%	388
2025 Q2	$365K	Buy	5,624 +38	+0.7%	+$2.25K	0.01%	518
2025 Q1	$311K	Hold	5,586	–	–	0.01%	536
2024 Q4	$325K	Buy	5,586 +118	+2%	+$7.19K	0.01%	573
2024 Q3	$349K	Hold	5,468	–	–	0.01%	550
2024 Q2	$334K	Buy	5,468 +23	+0.4%	+$1.38K	0.01%	543
2024 Q1	$320K	Buy	+5,445	New	+$314K	0.01%	563

Other funds holding EEMS

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

ECM

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Avior Wealth Management held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q2 2026 at 9,467 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #436.

Avior Wealth Management first reported a position in EEMS in Q1 2024 and has held it in 10 quarters since. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

Avior Wealth Management held 9,467 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $718K as of Q2 2026.
Avior Wealth Management left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #436 holding.
Avior Wealth Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.