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

IFP 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
-168
Closed -$9.77K – 4399
2024
Q4 		$9.77K Hold
168
– – ﹤0.01% 2529
2024
Q3 		$10.7K Buy
+168
New +$10.3K ﹤0.01% 2394
2022
Q4 		– Sell
-359
Closed -$19K – 4663
2022
Q3 		$19K Hold
359
– – ﹤0.01% 3121
2022
Q2 		$19K Hold
359
– – ﹤0.01% 2875
2022
Q1 		$19K Hold
359
– – ﹤0.01% 2875
2021
Q4 		$22K Sell
359
-6,220
-95% -$379K ﹤0.01% 1898
2021
Q3 		$424K Sell
6,579
-41,486
-86% -$2.56M 0.01% 637
2021
Q2 		$3.01M Buy
48,065
+11,602
+32% +$701K 0.06% 176
2021
Q1 		$2.1M Buy
36,463
+36,088
+9,623% +$2.02M 0.04% 214
2020
Q4 		$20K Hold
375
– – ﹤0.01% 1797
2020
Q3 		$16K Hold
375
– – ﹤0.01% 1729
2020
Q2 		$15K Sell
375
-460
-55% -$16.5K ﹤0.01% 1661
2020
Q1 		$27K Sell
835
-49
-6% -$1.99K ﹤0.01% 1370
2019
Q4 		$39K Buy
884
+8
+0.9% +$348 ﹤0.01% 1355
2019
Q3 		$37K Buy
+876
New +$37.3K ﹤0.01% 1496
2019
Q1 		$22K Sell
492
-540
-52% -$23.9K ﹤0.01% 1305
2018
Q4 		$43K Buy
1,032
+447
+76% +$19.1K ﹤0.01% 1691
2018
Q3 		$27K Sell
585
-6,978
-92% -$329K ﹤0.01% 2279
2018
Q2 		$361K Buy
7,563
+7,463
+7,463% +$386K 0.02% 798
2018
Q1 		$5K Hold
100
– – ﹤0.01% 3150
2017
Q4 		$5K Hold
100
– – ﹤0.01% 3197
2017
Q3 		$5K Hold
100
– – ﹤0.01% 3374
2017
Q2 		$5K Hold
100
– – ﹤0.01% 3379
2017
Q1 		$5K Hold
100
– – ﹤0.01% 3277
2016
Q4 		$4K Buy
+100
New +$4.21K ﹤0.01% 3381
2016
Q2 		– Sell
-492
Closed -$22K – 3880
2016
Q1 		$22K Buy
+492
New +$19K ﹤0.01% 1305

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
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
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

IFP Advisors's EEMS Position: Q1 2025 in Review

IFP Advisors sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2025, closing a stake of 168 shares — an estimated $9.77K sold.

IFP Advisors first reported a position in EEMS in Q1 2016 and held it in 26 quarters. The position peaked at $3.01M in Q2 2021. 103 funds tracked by Wall St. Rank hold EEMS as of Q1 2025.

  • IFP Advisors reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 168 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2025, an estimated $9.77K.
  • IFP Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2016 and held it in 26 quarters.
  • IFP Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $3.01M in Q2 2021.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.