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

Guardian 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	–	Sell	-12,674	Closed	-$865K	–	212
2025 Q3	$865K	Hold	12,674	–	–	0.07%	123
2025 Q2	$821K	Hold	12,674	–	–	0.07%	123
2025 Q1	$718K	Buy	12,674 +5,624	+80%	+$320K	0.07%	114
2024 Q4	$408K	Buy	+7,050	New	+$429K	0.04%	132

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 $4.62B AUM 25.58% 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

Guardian Partners's EEMS Position: Q4 2025 in Review

Guardian Partners sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q4 2025, closing a stake of 12,674 shares — an estimated $865K sold.

Guardian Partners first reported a position in EEMS in Q4 2024 and held it in 4 quarters. The position peaked at $865K in Q3 2025. 113 funds tracked by Wall St. Rank hold EEMS as of Q4 2025.

Guardian Partners reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Guardian Partners sold 12,674 iShares MSCI Emerging Markets Small-Cap ETF shares in Q4 2025, an estimated $865K.
Guardian Partners first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2024 and held it in 4 quarters.
Guardian Partners's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $865K in Q3 2025.
113 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q4 2025.

Based on Guardian Partners's 13F filing for Q4 2025, filed 17 Feb 2026.