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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
2026
Q2 		$155K Buy
+2,042
New +$155K ﹤0.01% 1748
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

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
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

Global Retirement Partners's EEMS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2026: 2,042 shares worth $155K. The stake represents ﹤0.01% of the portfolio and ranks #1748 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EEMS as recently as Q4 2025.

Global Retirement Partners first reported a position in EEMS in Q2 2021 and has held it in 18 quarters since. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

  • Global Retirement Partners held 2,042 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $155K as of Q2 2026.
  • iShares MSCI Emerging Markets Small-Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1748 holding.
  • Global Retirement Partners first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2021 and has held it in 18 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.