IWC
EEMS icon

Integrated Wealth Concepts’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Integrated Wealth Concepts’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
Q1 		$972K Buy
14,045
+132
+0.9% +$9.38K 0.01% 1137
2025
Q4 		$939K Sell
13,913
-12
-0.1% -$815 0.01% 800
2025
Q3 		$946K Buy
+13,925
New +$921K 0.01% 1016

Other funds holding EEMS

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Integrated Wealth Concepts's EEMS Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 0.95% in Q1 2026, buying an estimated $9.38K and bringing the position to 14,045 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #1137.

Integrated Wealth Concepts first reported a position in EEMS in Q3 2025 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

  • Integrated Wealth Concepts held 14,045 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $972K as of Q1 2026.
  • Integrated Wealth Concepts bought 132 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2026, an estimated $9.38K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1137 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.