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

Empirical 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	$1.34M	Sell	17,638 -134	-0.8%	-$10.2K	0.02%	342
2026 Q1	$1.23M	Sell	17,772 -34	-0.2%	-$2.42K	0.02%	315
2025 Q4	$1.2M	Sell	17,806 -33	-0.2%	-$2.24K	0.02%	310
2025 Q3	$1.21M	Sell	17,839 -45	-0.3%	-$2.98K	0.02%	308
2025 Q2	$1.16M	Sell	17,884 -501	-3%	-$29.7K	0.03%	293
2025 Q1	$1.02M	Sell	18,385 -775	-4%	-$44.1K	0.03%	295
2024 Q4	$1.11M	Sell	19,160 -109	-0.6%	-$6.64K	0.03%	266
2024 Q3	$1.23M	Sell	19,269 -1,261	-6%	-$77.4K	0.03%	247
2024 Q2	$1.25M	Sell	20,530 -1,595	-7%	-$95.8K	0.04%	236
2024 Q1	$1.3M	Sell	22,125 -56	-0.3%	-$3.23K	0.04%	228
2023 Q4	$1.28M	Sell	22,181 -5,259	-19%	-$291K	0.04%	215
2023 Q3	$1.5M	Sell	27,440 -190	-0.7%	-$10.5K	0.06%	182
2023 Q2	$1.48M	Sell	27,630 -160	-0.6%	-$8.29K	0.06%	185
2023 Q1	$1.4M	Sell	27,790 -2,640	-9%	-$133K	0.06%	174
2022 Q4	$1.47M	Buy	30,430 +856	+3%	+$40.7K	0.07%	161
2022 Q3	$1.34M	Buy	29,574 +1,840	+7%	+$89.7K	0.07%	168
2022 Q2	$1.33M	Hold	27,734	–	–	0.07%	172
2022 Q1	$1.58M	Sell	27,734 -105	-0.4%	-$6.02K	0.08%	160
2021 Q4	$1.68M	Sell	27,839 -2,220	-7%	-$135K	0.08%	155
2021 Q3	$1.82M	Sell	30,059 -950	-3%	-$58.6K	0.1%	122
2021 Q2	$1.94M	Buy	31,009 +7,816	+34%	+$472K	0.12%	114
2021 Q1	$1.33M	Sell	23,193 -10,452	-31%	-$585K	0.11%	129
2020 Q4	$1.78M	Sell	33,645 -241	-0.7%	-$11.6K	0.14%	109
2020 Q3	$1.48M	Sell	33,886 -1,440	-4%	-$62.3K	0.13%	110
2020 Q2	$1.38M	Buy	35,326 +7,405	+27%	+$265K	0.13%	108
2020 Q1	$896K	Buy	+27,921	New	+$1.13M	0.1%	122

Other funds holding EEMS

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

NFP

NorthLanding Financial Partners Rochester, New York $145M AUM 17.85% 1-Year Est. Return

Empirical Wealth Management's EEMS Position: Q2 2026 in Review

Empirical Wealth Management reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 0.75% in Q2 2026, selling an estimated $10.2K and leaving 17,638 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #342.

Empirical Wealth Management first reported a position in EEMS in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.94M in Q2 2021. 38 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

Empirical Wealth Management held 17,638 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $1.34M as of Q2 2026.
Empirical Wealth Management sold 134 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $10.2K.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #342 holding.
Empirical Wealth Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
Empirical Wealth Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $1.94M in Q2 2021.
38 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.