Creative Planning
EEMS icon

Creative Planning’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Creative Planning’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 		$2.87M Sell
41,447
-740
-2% -$52.6K ﹤0.01% 1608
2025
Q4 		$2.85M Sell
42,187
-3,532
-8% -$240K ﹤0.01% 1420
2025
Q3 		$3.1M Sell
45,719
-2,307
-5% -$153K ﹤0.01% 1194
2025
Q2 		$3.11M Sell
48,026
-3,850
-7% -$228K ﹤0.01% 1010
2025
Q1 		$2.88M Sell
51,876
-5,348
-9% -$305K ﹤0.01% 954
2024
Q4 		$3.33M Sell
57,224
-10,278
-15% -$626K ﹤0.01% 846
2024
Q3 		$4.31M Sell
67,502
-14,861
-18% -$912K ﹤0.01% 691
2024
Q2 		$5.03M Sell
82,363
-15,924
-16% -$957K 0.01% 613
2024
Q1 		$5.78M Sell
98,287
-36,975
-27% -$2.13M 0.01% 562
2023
Q4 		$7.82M Sell
135,262
-23,530
-15% -$1.3M 0.01% 442
2023
Q3 		$8.67M Buy
158,792
+6,125
+4% +$339K 0.01% 389
2023
Q2 		$8.18M Sell
152,667
-19,388
-11% -$1M 0.01% 392
2023
Q1 		$8.67M Sell
172,055
-5,297
-3% -$267K 0.01% 370
2022
Q4 		$8.56M Buy
177,352
+3,323
+2% +$158K 0.01% 368
2022
Q3 		$7.89M Buy
174,029
+3,899
+2% +$190K 0.01% 347
2022
Q2 		$8.17M Buy
170,130
+2,814
+2% +$149K 0.01% 357
2022
Q1 		$9.54M Sell
167,316
-473
-0.3% -$27.1K 0.01% 327
2021
Q4 		$10.1M Buy
167,789
+9,743
+6% +$594K 0.02% 281
2021
Q3 		$9.58M Sell
158,046
-1,373
-0.9% -$84.6K 0.02% 275
2021
Q2 		$9.99M Buy
159,419
+2,107
+1% +$127K 0.02% 264
2021
Q1 		$9.04M Buy
157,312
+3,939
+3% +$221K 0.02% 291
2020
Q4 		$8.1M Sell
153,373
-21,939
-13% -$1.06M 0.02% 293
2020
Q3 		$7.68M Sell
175,312
-2,614
-1% -$113K 0.02% 252
2020
Q2 		$6.95M Sell
177,926
-31,750
-15% -$1.14M 0.02% 237
2020
Q1 		$6.73M Buy
209,676
+40,067
+24% +$1.63M 0.02% 217
2019
Q4 		$7.68M Buy
169,609
+13,837
+9% +$603K 0.02% 235
2019
Q3 		$6.56M Buy
155,772
+18,926
+14% +$805K 0.02% 243
2019
Q2 		$6.07M Buy
136,846
+23,474
+21% +$1.04M 0.02% 251
2019
Q1 		$5.1M Buy
113,372
+11,731
+12% +$518K 0.02% 269
2018
Q4 		$4.25M Buy
101,641
+55,628
+121% +$2.37M 0.02% 276
2018
Q3 		$2.11M Buy
46,013
+23,583
+105% +$1.11M 0.01% 468
2018
Q2 		$1.07M Buy
22,430
+604
+3% +$31.3K ﹤0.01% 712
2018
Q1 		$1.16M Sell
21,826
-419
-2% -$22.7K ﹤0.01% 656
2017
Q4 		$1.18M Buy
22,245
+8,665
+64% +$443K 0.01% 641
2017
Q3 		$671K Hold
13,580
– – ﹤0.01% 900
2017
Q2 		$635K Sell
13,580
-785
-5% -$36.6K ﹤0.01% 896
2017
Q1 		$663K Buy
14,365
+11,016
+329% +$483K ﹤0.01% 835
2016
Q4 		$135K Sell
3,349
-444
-12% -$18.7K ﹤0.01% 1656
2016
Q3 		$168K Hold
3,793
– – ﹤0.01% 1499
2016
Q2 		$156K Buy
3,793
+441
+13% +$18K ﹤0.01% 1393
2016
Q1 		$138K Hold
3,352
– – ﹤0.01% 1430
2015
Q4 		$137K Hold
3,352
– – ﹤0.01% 1450
2015
Q3 		$134K Buy
+3,352
New +$144K ﹤0.01% 1410
2015
Q2 		– Sell
-1,887
Closed -$89K – 1613
2015
Q1 		$89K Buy
+1,887
New +$87.3K ﹤0.01% 1637

Other funds holding EEMS

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Morgan Stanley
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
HAC
Harbor Advisory Corp Portsmouth, New Hampshire $333M AUM 20.54% 1-Year Est. Return

Creative Planning's EEMS Position: Q1 2026 in Review

Creative Planning reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 1.8% in Q1 2026, selling an estimated $52.6K and leaving 41,447 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Creative Planning first reported a position in EEMS in Q1 2015 and has held it in 44 quarters since. The position peaked at $10.1M in Q4 2021. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

  • Creative Planning held 41,447 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $2.87M as of Q1 2026.
  • Creative Planning sold 740 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2026, an estimated $52.6K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1608 holding.
  • Creative Planning first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2015 and has held it in 44 quarters since.
  • Creative Planning's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $10.1M in Q4 2021.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.