CIBC Private Wealth Group’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

CIBC Private Wealth Group’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
2024 Q4	–	Sell	-880	Closed	-$56.1K	–	3045
2024 Q3	$56.1K	Hold	880	–	–	﹤0.01%	1728
2024 Q2	$54.8K	Hold	880	–	–	﹤0.01%	1643
2024 Q1	$52K	Buy	+880	New	+$50.8K	﹤0.01%	1663
2018 Q3	–	Sell	-312	Closed	-$15K	–	1161
2018 Q2	$15K	Sell	312 -48	-13%	-$2.48K	﹤0.01%	1472
2018 Q1	$19K	Buy	+360	New	+$19.5K	﹤0.01%	1396

Other funds holding EEMS

ERFOTCOFW

Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $230M AUM 10.19% 1-Year Est. Return

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

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

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

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

ECM

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

OMC

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

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

CIBC Private Wealth Group's EEMS Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q4 2024, closing a stake of 880 shares — an estimated $56.1K sold.

CIBC Private Wealth Group first reported a position in EEMS in Q1 2018 and held it in 5 quarters. The position peaked at $56.1K in Q3 2024. 123 funds tracked by Wall St. Rank hold EEMS as of Q4 2024.

CIBC Private Wealth Group reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 880 iShares MSCI Emerging Markets Small-Cap ETF shares in Q4 2024, an estimated $56.1K.
CIBC Private Wealth Group first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2018 and held it in 5 quarters.
CIBC Private Wealth Group's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $56.1K in Q3 2024.
123 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.