Belpointe Asset Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Belpointe Asset 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
2025 Q1	–	Sell	-5,431	Closed	-$336K	–	944
2024 Q4	$336K	Buy	5,431 +70	+1%	+$4.26K	0.02%	619
2024 Q3	$342K	Buy	+5,361	New	+$329K	0.02%	621
2023 Q2	–	Sell	-523	Closed	-$26.3K	–	1336
2023 Q1	$26.3K	Sell	523 -31	-6%	-$1.56K	﹤0.01%	2143
2022 Q4	$26.7K	Buy	+554	New	+$26.4K	﹤0.01%	1985

Other funds holding EEMS

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

ERFOTCOFW

Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $230M AUM 10.19% 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

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

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

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

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Belpointe Asset Management's EEMS Position: Q1 2025 in Review

Belpointe Asset Management sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2025, closing a stake of 5,431 shares — an estimated $336K sold.

Belpointe Asset Management first reported a position in EEMS in Q4 2022 and held it in 4 quarters. The position peaked at $342K in Q3 2024. 103 funds tracked by Wall St. Rank hold EEMS as of Q1 2025.

Belpointe Asset Management reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Belpointe Asset Management sold 5,431 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2025, an estimated $336K.
Belpointe Asset Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2022 and held it in 4 quarters.
Belpointe Asset Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $342K in Q3 2024.
103 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.