Cascade Financial Partners’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Cascade Financial Partners’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	$402K	Hold	5,808	–	–	0.04%	184
2025 Q4	$392K	Hold	5,808	–	–	0.04%	182
2025 Q3	$394K	Hold	5,808	–	–	0.05%	180
2025 Q2	$377K	Buy	+5,808	New	+$345K	0.05%	181
2025 Q1	–	Sell	-4,068	Closed	-$237K	–	246
2024 Q4	$237K	Sell	4,068 -700	-15%	-$42.6K	0.03%	218
2024 Q3	$295K	Buy	4,768 +168	+4%	+$10.3K	0.04%	188
2024 Q2	$281K	Hold	4,600	–	–	0.04%	183
2024 Q1	$270K	Buy	+4,600	New	+$266K	0.04%	187

Other funds holding EEMS

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

ECM

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

HAC

Harbor Advisory Corp Portsmouth, New Hampshire $333M AUM 20.54% 1-Year Est. Return

Cascade Financial Partners's EEMS Position: Q1 2026 in Review

Cascade Financial Partners held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q1 2026 at 5,808 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #184.

Cascade Financial Partners first reported a position in EEMS in Q1 2024 and has held it in 8 quarters since. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

Cascade Financial Partners held 5,808 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $402K as of Q1 2026.
Cascade Financial Partners left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.04% of Cascade Financial Partners's portfolio in Q1 2026, its #184 holding.
Cascade Financial Partners first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.