Commonwealth Equity Services
EEMS icon

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
Q3 		$716K Sell
9,510
-171
-2% -$12.7K ﹤0.01% 2932
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 		$301K 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% +$9.12K ﹤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

Checchi Capital Advisers
Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Omega Financial Group
Omega Financial Group Santa Barbara, California $323M AUM 8.37% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
Texas Yale Capital Corp
Texas Yale Capital Corp St. Petersburg, Florida $4.05B AUM 29.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Commonwealth Equity Services's EEMS Position: Q3 2026 in Review

Commonwealth Equity Services reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 1.8% in Q3 2026, selling an estimated $12.7K and leaving 9,510 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

Commonwealth Equity Services first reported a position in EEMS in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.68M in Q1 2018. 81 funds tracked by Wall St. Rank hold EEMS as of Q3 2026.

  • Commonwealth Equity Services held 9,510 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $716K as of Q3 2026.
  • Commonwealth Equity Services sold 171 iShares MSCI Emerging Markets Small-Cap ETF shares in Q3 2026, an estimated $12.7K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2932 holding.
  • Commonwealth Equity Services first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2017 and has held it in 30 quarters since.
  • Commonwealth Equity Services's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $1.68M in Q1 2018.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.