Global Retirement Partners’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Global Retirement Partners’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 Q4	$138K	Buy	2,040 +10	+0.5%	+$679	﹤0.01%	1702
2025 Q3	$138K	Hold	2,030	–	–	﹤0.01%	1362
2025 Q2	$132K	Buy	+2,030	New	+$120K	﹤0.01%	1294
2024 Q4	$133K	Buy	2,290 +18	+0.8%	+$1.1K	﹤0.01%	1136
2024 Q3	$145K	Buy	2,272 +238	+12%	+$14.6K	﹤0.01%	1059
2024 Q2	$124K	Buy	2,034 +4	+0.2%	+$240	﹤0.01%	1087
2024 Q1	$119K	Buy	2,030 +38	+2%	+$2.19K	﹤0.01%	1006
2023 Q4	$112K	Buy	1,992 +374	+23%	+$20.7K	﹤0.01%	985
2023 Q3	$87.1K	Hold	1,618	–	–	﹤0.01%	994
2023 Q2	$86.7K	Buy	1,618 +5	+0.3%	+$259	﹤0.01%	1008
2023 Q1	$81.7K	Hold	1,613	–	–	﹤0.01%	1001
2022 Q4	$77.9K	Buy	1,613 +6	+0.4%	+$285	0.01%	909
2022 Q3	$73K	Hold	1,607	–	–	0.01%	876
2022 Q2	$77K	Buy	1,607 +1	+0.1%	+$53	0.01%	844
2022 Q1	$83K	Buy	+1,606	New	+$92.1K	0.01%	819
2021 Q4	–	Sell	-1,552	Closed	-$94K	–	628
2021 Q3	$94K	Hold	1,552	–	–	0.01%	668
2021 Q2	$97K	Buy	+1,552	New	+$93.7K	0.01%	641

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 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 $333M AUM 20.54% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's EEMS Position: Q4 2025 in Review

Global Retirement Partners increased its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 0.49% in Q4 2025, buying an estimated $679 and bringing the position to 2,040 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Global Retirement Partners first reported a position in EEMS in Q2 2021 and has held it in 17 quarters since. The position peaked at $145K in Q3 2024. 113 funds tracked by Wall St. Rank hold EEMS as of Q4 2025.

Global Retirement Partners held 2,040 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $138K as of Q4 2025.
Global Retirement Partners bought 10 iShares MSCI Emerging Markets Small-Cap ETF shares in Q4 2025, an estimated $679.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1702 holding.
Global Retirement Partners first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2021 and has held it in 17 quarters since.
Global Retirement Partners's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $145K in Q3 2024.
113 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.