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Blue Trust Inc’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Blue Trust Inc’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 		$5.01K Buy
+66
New +$5K ﹤0.01% 2023
2025
Q2 		– Sell
-251
Closed -$14K – 2493
2025
Q1 		$14K Sell
251
-772
-75% -$44K ﹤0.01% 1769
2024
Q4 		$59.5K Buy
1,023
+58
+6% +$3.53K ﹤0.01% 1177
2024
Q3 		$59K Buy
965
+7
+0.7% +$430 ﹤0.01% 1498
2024
Q2 		$56.4K Hold
958
– – ﹤0.01% 1204
2024
Q1 		$56.4K Sell
958
-4,812
-83% -$278K ﹤0.01% 875
2023
Q4 		$315K Buy
5,770
+85
+1% +$4.7K 0.01% 326
2023
Q3 		$305K Buy
5,685
+1,535
+37% +$84.8K ﹤0.01% 337
2023
Q2 		$209K Sell
4,150
-14,530
-78% -$753K ﹤0.01% 357
2023
Q1 		$902K Buy
18,680
+6,884
+58% +$347K 0.01% 200
2022
Q4 		$535K Buy
11,796
+6,226
+112% +$296K 0.01% 244
2022
Q3 		$268K Buy
5,570
+4,369
+364% +$213K ﹤0.01% 297
2022
Q2 		$68K Buy
+1,201
New +$63.5K ﹤0.01% 602

Other funds holding EEMS

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Blue Trust Inc's EEMS Position: Q2 2026 in Review

Blue Trust Inc opened a new position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2026: 66 shares worth $5.01K. The stake represents ﹤0.01% of the portfolio and ranks #2023 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in EEMS as recently as Q1 2025.

Blue Trust Inc first reported a position in EEMS in Q2 2022 and has held it in 13 quarters since. The position peaked at $902K in Q1 2023. 31 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

  • Blue Trust Inc held 66 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $5.01K as of Q2 2026.
  • iShares MSCI Emerging Markets Small-Cap ETF was a new Blue Trust Inc position in Q2 2026.
  • iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2023 holding.
  • Blue Trust Inc first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2022 and has held it in 13 quarters since.
  • Blue Trust Inc's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $902K in Q1 2023.
  • 31 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.