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Beacon Pointe Advisors’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Beacon Pointe 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
2026
Q1 		– Sell
-4,162
Closed -$281K – 1854
2025
Q4 		$281K Buy
4,162
+417
+11% +$28.3K ﹤0.01% 1293
2025
Q3 		$254K Buy
+3,745
New +$248K ﹤0.01% 1238

Other funds holding EEMS

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Morgan Stanley
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
SC
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

Beacon Pointe Advisors's EEMS Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2026, closing a stake of 4,162 shares — an estimated $281K sold.

Beacon Pointe Advisors first reported a position in EEMS in Q3 2025 and held it in 2 quarters. The position peaked at $281K in Q4 2025. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,162 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2026, an estimated $281K.
  • Beacon Pointe Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Beacon Pointe Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $281K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.