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

BIP Wealth’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 		$496K Buy
7,167
+2,431
+51% +$173K 0.02% 297
2025
Q4 		$320K Sell
4,736
-25
-0.5% -$1.7K 0.01% 357
2025
Q3 		$323K Sell
4,761
-184
-4% -$12.2K 0.02% 227
2025
Q2 		$321K Sell
4,945
-2,741
-36% -$163K 0.02% 197
2025
Q1 		$427K Sell
7,686
-151
-2% -$8.6K 0.03% 169
2024
Q4 		$456K Buy
7,837
+2,086
+36% +$127K 0.03% 158
2024
Q3 		$367K Hold
5,751
– – 0.03% 160
2024
Q2 		$352K Buy
5,751
+2
+0% +$120 0.03% 136
2024
Q1 		$338K Sell
5,749
-100
-2% -$5.77K 0.02% 149
2023
Q4 		$338K Sell
5,849
-203
-3% -$11.2K 0.03% 140
2023
Q3 		$330K Sell
6,052
-25
-0.4% -$1.38K 0.03% 130
2023
Q2 		$326K Sell
6,077
-2,501
-29% -$130K 0.03% 135
2023
Q1 		$432K Buy
+8,578
New +$432K 0.05% 121

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

BIP Wealth's EEMS Position: Q1 2026 in Review

BIP Wealth increased its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 51% in Q1 2026, buying an estimated $173K and bringing the position to 7,167 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #297.

BIP Wealth first reported a position in EEMS in Q1 2023 and has held it in 13 quarters since. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

  • BIP Wealth held 7,167 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $496K as of Q1 2026.
  • BIP Wealth bought 2,431 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2026, an estimated $173K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #297 holding.
  • BIP Wealth first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.