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

Falcon Wealth 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
Q2 		$715K Sell
9,422
-127
-1% -$9.62K 0.05% 122
2026
Q1 		$661K Sell
9,549
-1,171
-11% -$83.2K 0.05% 118
2025
Q4 		$723K Sell
10,720
-628
-6% -$42.6K 0.06% 96
2025
Q3 		$771K Sell
11,348
-772
-6% -$51.1K 0.07% 89
2025
Q2 		$786K Sell
12,120
-2,992
-20% -$178K 0.08% 77
2025
Q1 		$840K Sell
15,112
-955
-6% -$54.4K 0.09% 71
2024
Q4 		$934K Sell
16,067
-298
-2% -$18.1K 0.1% 65
2024
Q3 		$1.04M Sell
16,365
-10,513
-39% -$645K 0.12% 62
2024
Q2 		$1.64M Sell
26,878
-4,039
-13% -$243K 0.21% 47
2024
Q1 		$1.82M Sell
30,917
-5,221
-14% -$301K 0.29% 44
2023
Q4 		$2.09M Buy
36,138
+13,061
+57% +$723K 0.37% 35
2023
Q3 		$1.26M Sell
23,077
-418
-2% -$23.1K 0.27% 34
2023
Q2 		$1.26M Sell
23,495
-1,218
-5% -$63.1K 0.28% 36
2023
Q1 		$1.24M Sell
24,713
-554
-2% -$27.9K 0.31% 33
2022
Q4 		$1.22M Buy
25,267
+17,120
+210% +$815K 0.35% 32
2022
Q3 		$370K Sell
8,147
-9,398
-54% -$458K 0.12% 60
2022
Q2 		$843K Buy
17,545
+5,260
+43% +$278K 0.29% 36
2022
Q1 		$700K Buy
+12,285
New +$704K 0.22% 36

Other funds holding EEMS

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
WN
Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return