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

Insight 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	-3,920	Closed	-$227K	–	290
2024 Q4	$227K	Hold	3,920	–	–	0.04%	268
2024 Q3	$250K	Sell	3,920 -160	-4%	-$9.82K	0.04%	255
2024 Q2	$249K	Hold	4,080	–	–	0.05%	254
2024 Q1	$240K	Sell	4,080 -1,058	-21%	-$61.1K	0.05%	263
2023 Q4	$297K	Buy	+5,138	New	+$284K	0.06%	214

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 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Insight Advisors's EEMS Position: Q1 2025 in Review

Insight Advisors sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2025, closing a stake of 3,920 shares — an estimated $227K sold.

Insight Advisors first reported a position in EEMS in Q4 2023 and held it in 5 quarters. The position peaked at $297K in Q4 2023. 103 funds tracked by Wall St. Rank hold EEMS as of Q1 2025.

Insight Advisors reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Insight Advisors sold 3,920 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2025, an estimated $227K.
Insight Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2023 and held it in 5 quarters.
Insight Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $297K in Q4 2023.
103 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2025.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.