Freestone Capital Holdings’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Freestone Capital Holdings’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 Q3	$222K	Hold	2,952	–	–	0.01%	494
2026 Q2	$224K	Buy	+2,952	New	+$224K	0.01%	550
2018 Q1	–	Sell	-31,498	Closed	-$1.67M	–	344
2017 Q4	$1.67M	Sell	31,498 -74,855	-70%	-$3.83M	0.12%	162
2017 Q3	$5.25M	Buy	106,353 +51,073	+92%	+$2.48M	0.37%	73
2017 Q2	$2.58M	Buy	+55,280	New	+$2.58M	0.2%	127

Other funds holding EEMS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Harbor Advisory Corp Portsmouth, New Hampshire $377M AUM 19.57% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Freestone Capital Holdings's EEMS Position: Q3 2026 in Review

Freestone Capital Holdings held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q3 2026 at 2,952 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #494.

Freestone Capital Holdings first reported a position in EEMS in Q2 2017 and has held it in 5 quarters since. The position peaked at $5.25M in Q3 2017. 95 funds tracked by Wall St. Rank hold EEMS as of Q3 2026.

Freestone Capital Holdings held 2,952 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $222K as of Q3 2026.
Freestone Capital Holdings left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q3 2026, its #494 holding.
Freestone Capital Holdings first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2017 and has held it in 5 quarters since.
Freestone Capital Holdings's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $5.25M in Q3 2017.
95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2026.

Based on Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.