Commonwealth Equity Services’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Commonwealth Equity Services’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	$735K	Sell	9,681 -53	-0.5%	-$4.02K	﹤0.01%	2979
2026 Q1	$673K	Sell	9,734 -119	-1%	-$8.45K	﹤0.01%	2940
2025 Q4	$665K	Buy	9,853 +792	+9%	+$53.8K	﹤0.01%	2931
2025 Q3	$615K	Sell	9,061 -2,709	-23%	-$179K	﹤0.01%	3003
2025 Q2	$763K	Sell	11,770 -5,515	-32%	-$327K	﹤0.01%	2801
2025 Q1	$961K	Buy	17,285 +1,209	+8%	+$68.8K	﹤0.01%	2489
2024 Q4	$935K	Buy	16,076 +1,201	+8%	+$73.1K	﹤0.01%	2439
2024 Q3	$949K	Buy	14,875 +1,499	+11%	+$92K	﹤0.01%	2387
2024 Q2	$817K	Buy	13,376 +3,665	+38%	+$220K	﹤0.01%	2431
2024 Q1	$572K	Buy	9,711 +2,775	+40%	+$160K	﹤0.01%	2717
2023 Q4	$401K	Buy	6,936 +34	+0.5%	+$1.88K	﹤0.01%	2919
2023 Q3	$377K	Buy	6,902 +987	+17%	+$54.6K	﹤0.01%	2831
2023 Q2	$317K	Sell	5,915 -61	-1%	-$3.16K	﹤0.01%	3008
2023 Q1	$301	Sell	5,976 -85	-1%	-$4.28K	﹤0.01%	2971
2022 Q4	$292K	Sell	6,061 -1,326	-18%	-$63.1K	﹤0.01%	2881
2022 Q3	$335K	Buy	7,387 +561	+8%	+$27.4K	﹤0.01%	2735
2022 Q2	$327K	Buy	6,826 +2,563	+60%	+$136K	﹤0.01%	2767
2022 Q1	$243K	Sell	4,263 -57	-1%	-$3.27K	﹤0.01%	3146
2021 Q4	$260K	Buy	4,320 +564	+15%	+$34.4K	﹤0.01%	3090
2021 Q3	$227K	Buy	+3,756	New	+$232K	﹤0.01%	3163
2020 Q2	–	Sell	-6,340	Closed	-$203K	–	2966
2020 Q1	$203K	Buy	6,340 +290	+5%	+$11.8K	﹤0.01%	2384
2019 Q4	$273K	Sell	6,050 -123	-2%	-$5.36K	﹤0.01%	2389
2019 Q3	$259K	Sell	6,173 -1,150	-16%	-$48.9K	﹤0.01%	2362
2019 Q2	$324K	Buy	+7,323	New	+$323K	﹤0.01%	2138
2019 Q1	–	Sell	-5,926	Closed	-$247K	–	2752
2018 Q4	$247K	Buy	5,926 +214	+4%	+$9.13K	﹤0.01%	2167
2018 Q3	$261K	Sell	5,712 -386	-6%	-$18.2K	﹤0.01%	2288
2018 Q2	$291K	Sell	6,098 -25,482	-81%	-$1.32M	﹤0.01%	2148
2018 Q1	$1.68M	Buy	31,580 +27,381	+652%	+$1.48M	0.01%	966
2017 Q4	$223K	Buy	+4,199	New	+$215K	﹤0.01%	2287

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Commonwealth Equity Services's EEMS Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 0.54% in Q2 2026, selling an estimated $4.02K and leaving 9,681 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Commonwealth Equity Services first reported a position in EEMS in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.68M in Q1 2018. 38 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

Commonwealth Equity Services held 9,681 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $735K as of Q2 2026.
Commonwealth Equity Services sold 53 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $4.02K.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2979 holding.
Commonwealth Equity Services first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2017 and has held it in 29 quarters since.
Commonwealth Equity Services's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $1.68M in Q1 2018.
38 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.