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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
Q2 		$1.13M Buy
14,830
+785
+6% +$59.5K 0.01% 1150
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

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

Integrated Wealth Concepts's EEMS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 5.6% in Q2 2026, buying an estimated $59.5K and bringing the position to 14,830 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1150.

Integrated Wealth Concepts first reported a position in EEMS in Q3 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

  • Integrated Wealth Concepts held 14,830 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $1.13M as of Q2 2026.
  • Integrated Wealth Concepts bought 785 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $59.5K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1150 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.