GHP Investment Advisors’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

GHP Investment Advisors’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
2025 Q1	–	Sell	-2,810	Closed	-$163K	–	978
2024 Q4	$163K	Hold	2,810	–	–	0.01%	393
2024 Q3	$179K	Hold	2,810	–	–	0.01%	390
2024 Q2	$172K	Hold	2,810	–	–	0.01%	385
2024 Q1	$165K	Hold	2,810	–	–	0.01%	392
2023 Q4	$162K	Hold	2,810	–	–	0.01%	385
2023 Q3	$151K	Hold	2,810	–	–	0.01%	387
2023 Q2	$154K	Hold	2,810	–	–	0.01%	388
2023 Q1	$142K	Hold	2,810	–	–	0.01%	401
2022 Q4	$136K	Hold	2,810	–	–	0.01%	401
2022 Q3	$127K	Hold	2,810	–	–	0.01%	396
2022 Q2	$135K	Hold	2,810	–	–	0.01%	387
2022 Q1	$160K	Buy	+2,810	New	+$161K	0.01%	383

Other funds holding EEMS

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

ERFOTCOFW

Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $230M AUM 10.19% 1-Year Est. Return

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

ECM

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

GHP Investment Advisors's EEMS Position: Q1 2025 in Review

GHP Investment Advisors sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2025, closing a stake of 2,810 shares — an estimated $163K sold.

GHP Investment Advisors first reported a position in EEMS in Q1 2022 and held it in 12 quarters. The position peaked at $179K in Q3 2024. 103 funds tracked by Wall St. Rank hold EEMS as of Q1 2025.

GHP Investment Advisors reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
GHP Investment Advisors sold 2,810 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2025, an estimated $163K.
GHP Investment Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2022 and held it in 12 quarters.
GHP Investment Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $179K in Q3 2024.
103 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.