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Cypress Point Wealth Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Cypress Point Wealth Management’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 		$2.03M Sell
26,698
-3,215
-11% -$244K 0.41% 39
2026
Q1 		$2.07M Sell
29,913
-2,553
-8% -$181K 0.45% 35
2025
Q4 		$2.19M Sell
32,466
-1,903
-6% -$129K 0.48% 31
2025
Q3 		$2.33M Sell
34,369
-110
-0.3% -$7.28K 0.47% 28
2025
Q2 		$2.24M Buy
34,479
+16
+0% +$950 0.54% 26
2025
Q1 		$1.92M Sell
34,463
-4,923
-12% -$280K 0.61% 29
2024
Q4 		$2.29M Sell
39,386
-15
-0% -$914 0.71% 27
2024
Q3 		$2.51M Sell
39,401
-860
-2% -$52.8K 0.99% 25
2024
Q2 		$2.46M Sell
40,261
-153
-0.4% -$9.19K 1.17% 22
2024
Q1 		$2.38M Sell
40,414
-1,980
-5% -$114K 1.22% 22
2023
Q4 		$2.45M Buy
42,394
+1,769
+4% +$97.9K 1.82% 18
2023
Q3 		$2.22M Buy
40,625
+825
+2% +$45.6K 1.95% 14
2023
Q2 		$2.13M Buy
39,800
+26
+0.1% +$1.35K 2.27% 11
2023
Q1 		$2M Buy
39,774
+1,840
+5% +$92.7K 2.83% 10
2022
Q4 		$1.83M Buy
37,934
+16,784
+79% +$799K 2.87% 11
2022
Q3 		$959K Buy
+21,150
New +$1.03M 1.78% 16

Other funds holding EEMS

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $374M AUM 29.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cypress Point Wealth Management's EEMS Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 11% in Q2 2026, selling an estimated $244K and leaving 26,698 shares worth $2.03M. The position accounts for 0.41% of the portfolio, ranked #39.

Cypress Point Wealth Management first reported a position in EEMS in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.51M in Q3 2024. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

  • Cypress Point Wealth Management held 26,698 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $2.03M as of Q2 2026.
  • Cypress Point Wealth Management sold 3,215 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $244K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 0.41% of Cypress Point Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Cypress Point Wealth Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Cypress Point Wealth Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $2.51M in Q3 2024.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.