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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
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

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 $1.46B 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 $4.61B AUM 25.58% 1-Year Est. Return
HAC
Harbor Advisory Corp Portsmouth, New Hampshire $333M AUM 20.54% 1-Year Est. Return