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

Corient Private Wealth’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	$526K	Sell	7,608 -7,608	-50%	-$540K	﹤0.01%	2004
2025 Q4	$1.03M	Buy	15,216 +7,608	+100%	+$516K	﹤0.01%	1873
2025 Q3	$517K	Hold	7,608	–	–	﹤0.01%	1773
2025 Q2	$493K	Hold	7,608	–	–	﹤0.01%	1713
2025 Q1	$423K	Hold	7,608	–	–	﹤0.01%	1678
2024 Q4	$442K	Hold	7,608	–	–	﹤0.01%	1688
2024 Q3	$485K	Hold	7,608	–	–	﹤0.01%	1745
2024 Q2	$465K	Hold	7,608	–	–	﹤0.01%	1688
2024 Q1	$448K	Buy	7,608 +2,691	+55%	+$155K	﹤0.01%	1689
2023 Q4	$284K	Sell	4,917 -1,815	-27%	-$100K	﹤0.01%	1886
2023 Q3	$368K	Hold	6,732	–	–	﹤0.01%	1647
2023 Q2	$361K	Hold	6,732	–	–	﹤0.01%	1616
2023 Q1	$339K	Buy	+6,732	New	+$339K	﹤0.01%	1553

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

Corient Private Wealth's EEMS Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 50% in Q1 2026, selling an estimated $540K and leaving 7,608 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Corient Private Wealth first reported a position in EEMS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q4 2025. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

Corient Private Wealth held 7,608 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $526K as of Q1 2026.
Corient Private Wealth sold 7,608 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2026, an estimated $540K.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2004 holding.
Corient Private Wealth first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Corient Private Wealth's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $1.03M in Q4 2025.
114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.