Focus Partners Wealth’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Focus Partners Wealth’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	$315K	Hold	4,547	–	–	﹤0.01%	2167
2025 Q4	$307K	Sell	4,547 -7,645	-63%	-$519K	﹤0.01%	2216
2025 Q3	$828K	Buy	12,192 +25	+0.2%	+$1.65K	﹤0.01%	1368
2025 Q2	$789K	Hold	12,167	–	–	﹤0.01%	1240
2025 Q1	$677K	Buy	12,167 +7,794	+178%	+$444K	﹤0.01%	1210
2024 Q4	$254K	Hold	4,373	–	–	﹤0.01%	1623
2024 Q3	$279K	Buy	+4,373	New	+$268K	﹤0.01%	1352

Other funds holding EEMS

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

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

Focus Partners Wealth's EEMS Position: Q1 2026 in Review

Focus Partners Wealth held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q1 2026 at 4,547 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Focus Partners Wealth first reported a position in EEMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $828K in Q3 2025. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

Focus Partners Wealth held 4,547 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $315K as of Q1 2026.
Focus Partners Wealth left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2167 holding.
Focus Partners Wealth first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $828K in Q3 2025.
114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.