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

Index Fund 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 		$499K Sell
6,571
-115
-2% -$8.71K 0.02% 91
2026
Q1 		$463K Sell
6,686
-342
-5% -$24.3K 0.02% 87
2025
Q4 		$474K Sell
7,028
-160
-2% -$10.9K 0.02% 93
2025
Q3 		$488K Sell
7,188
-3
-0% -$198 0.02% 87
2025
Q2 		$466K Buy
7,191
+13
+0.2% +$772 0.03% 90
2025
Q1 		$399K Buy
7,178
+480
+7% +$27.3K 0.02% 58
2024
Q4 		$389K Buy
6,698
+27
+0.4% +$1.64K 0.02% 71
2024
Q3 		$426K Hold
6,671
– – 0.02% 66
2024
Q2 		$408K Sell
6,671
-25
-0.4% -$1.5K 0.02% 64
2024
Q1 		$394K Sell
6,696
-6
-0.1% -$346 0.02% 69
2023
Q4 		$387K Buy
6,702
+31
+0.5% +$1.72K 0.02% 61
2023
Q3 		$364K Hold
6,671
– – 0.02% 67
2023
Q2 		$357K Buy
6,671
+3
+0% +$155 0.02% 65
2023
Q1 		$336K Sell
6,668
-2
-0% -$101 0.02% 69
2022
Q4 		$322K Buy
6,670
+10
+0.2% +$476 0.02% 64
2022
Q3 		$302K Hold
6,660
– – 0.02% 68
2022
Q2 		$320K Buy
6,660
+1
+0% +$53 0.02% 67
2022
Q1 		$380K Sell
6,659
-212
-3% -$12.2K 0.03% 69
2021
Q4 		$414K Buy
+6,871
New +$419K 0.03% 69

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

Index Fund Advisors's EEMS Position: Q2 2026 in Review

Index Fund Advisors reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 1.7% in Q2 2026, selling an estimated $8.71K and leaving 6,571 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #91.

Index Fund Advisors first reported a position in EEMS in Q4 2021 and has held it in 19 quarters since. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

  • Index Fund Advisors held 6,571 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $499K as of Q2 2026.
  • Index Fund Advisors sold 115 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $8.71K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 0.02% of Index Fund Advisors's portfolio in Q2 2026, its #91 holding.
  • Index Fund Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.