Kathleen S. Wright Associates’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Kathleen S. Wright Associates’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 Q3	$204	Hold	3	–	–	﹤0.01%	235
2025 Q2	$195	Sell	3 -54	-95%	-$3.21K	﹤0.01%	243
2025 Q1	$3.17K	Hold	57	–	–	﹤0.01%	240
2024 Q4	$3.31K	Hold	57	–	–	﹤0.01%	241
2024 Q3	$3.64K	Hold	57	–	–	﹤0.01%	270
2024 Q2	$3.48K	Hold	57	–	–	﹤0.01%	208
2024 Q1	$3.35K	Sell	57 -1	-2%	-$58	﹤0.01%	209
2023 Q4	$3.35K	Buy	58 +2	+4%	+$111	﹤0.01%	180
2023 Q3	$3.06K	Hold	56	–	–	﹤0.01%	175
2023 Q2	$3K	Sell	56 -2	-3%	-$104	﹤0.01%	155
2023 Q1	$2.92K	Sell	58 -119	-67%	-$6K	﹤0.01%	152
2022 Q4	$9K	Hold	177	–	–	0.01%	153
2022 Q3	$8K	Buy	+177	New	+$8.63K	0.01%	143

Other funds holding EEMS

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HAC

Harbor Advisory Corp Portsmouth, New Hampshire $333M AUM 20.54% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Kathleen S. Wright Associates's EEMS Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q3 2025 at 3 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Kathleen S. Wright Associates first reported a position in EEMS in Q3 2022 and has held it in 13 quarters since. The position peaked at $9K in Q4 2022. 111 funds tracked by Wall St. Rank hold EEMS as of Q3 2025.

Kathleen S. Wright Associates held 3 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $204 as of Q3 2025.
Kathleen S. Wright Associates left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q3 2025.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #235 holding.
Kathleen S. Wright Associates first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2022 and has held it in 13 quarters since.
Kathleen S. Wright Associates's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $9K in Q4 2022.
111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.