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 Q3	$539K	Hold	7,157	–	–	0.01%	379
2026 Q2	$543K	Sell	7,157 -10	-0.1%	-$758	0.02%	359
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

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

NorthLanding Financial Partners Rochester, New York $143M AUM 11.44% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Powerhouse Assets Lincoln, Massachusetts $125M AUM 13.19% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

BIP Wealth's EEMS Position: Q3 2026 in Review

BIP Wealth held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q3 2026 at 7,157 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #379.

BIP Wealth first reported a position in EEMS in Q1 2023 and has held it in 15 quarters since. The position peaked at $543K in Q2 2026. 24 funds tracked by Wall St. Rank hold EEMS as of Q3 2026.

BIP Wealth held 7,157 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $539K as of Q3 2026.
BIP Wealth left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.01% of BIP Wealth's portfolio in Q3 2026, its #379 holding.
BIP Wealth first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
BIP Wealth's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $543K in Q2 2026.
24 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.