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

Glass Jacobson 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
2026
Q2 		$720K Buy
9,487
+337
+4% +$25.5K 0.22% 106
2026
Q1 		$633K Buy
9,150
+1,989
+28% +$141K 0.22% 104
2025
Q4 		$483K Sell
7,161
-437
-6% -$29.7K 0.17% 116
2025
Q3 		$516K Buy
7,598
+1,046
+16% +$69.2K 0.19% 116
2025
Q2 		$425K Buy
6,552
+3,478
+113% +$206K 0.16% 129
2025
Q1 		$179K Hold
3,074
– – 0.06% 242
2024
Q4 		$179K Buy
3,074
+879
+40% +$53.5K 0.06% 242
2024
Q3 		$140K Buy
2,195
+233
+12% +$14.3K 0.05% 251
2024
Q2 		$120K Buy
1,962
+833
+74% +$50K 0.04% 253
2024
Q1 		$66.5K Buy
1,129
+643
+132% +$37.1K 0.03% 315
2023
Q4 		$28.1K Buy
+486
New +$26.9K 0.01% 407

Other funds holding EEMS

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Glass Jacobson Investment Advisors's EEMS Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 3.7% in Q2 2026, buying an estimated $25.5K and bringing the position to 9,487 shares worth $720K. The position accounts for 0.22% of the portfolio, ranked #106.

Glass Jacobson Investment Advisors first reported a position in EEMS in Q4 2023 and has held it in 11 quarters since. 41 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

  • Glass Jacobson Investment Advisors held 9,487 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $720K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 337 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $25.5K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 0.22% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #106 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.