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 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

ECM

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

HAC

Harbor Advisory Corp Portsmouth, New Hampshire $374M AUM 29.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Freestone Capital Holdings's EEMS Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2026: 2,952 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in EEMS as recently as Q4 2017.

Freestone Capital Holdings first reported a position in EEMS in Q2 2017 and has held it in 4 quarters since. The position peaked at $5.25M in Q3 2017. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

Freestone Capital Holdings held 2,952 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $224K as of Q2 2026.
iShares MSCI Emerging Markets Small-Cap ETF was a new Freestone Capital Holdings position in Q2 2026.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #550 holding.
Freestone Capital Holdings first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2017 and has held it in 4 quarters since.
Freestone Capital Holdings's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $5.25M in Q3 2017.
111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.