Kohmann Bosshard Financial Services’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Kohmann Bosshard Financial Services’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	$265K	Hold	3,498	–	–	0.02%	187
2026 Q1	$242K	Sell	3,498 -6	-0.2%	-$426	0.02%	180
2025 Q4	$236K	Hold	3,504	–	–	0.02%	256
2025 Q3	$238K	Hold	3,504	–	–	0.02%	198
2025 Q2	$227K	Buy	+3,504	New	+$208K	0.03%	177
2025 Q1	–	Sell	-3,586	Closed	-$208K	–	428
2024 Q4	$208K	Hold	3,586	–	–	0.03%	183
2024 Q3	$229K	Hold	3,586	–	–	0.03%	182
2024 Q2	$219K	Sell	3,586 -1,062	-23%	-$63.8K	0.03%	179
2024 Q1	$274K	Sell	4,648 -10	-0.2%	-$577	0.04%	167
2023 Q4	$269K	Sell	4,658 -176	-4%	-$9.74K	0.04%	159
2023 Q3	$264K	Hold	4,834	–	–	0.05%	147
2023 Q2	$259K	Hold	4,834	–	–	0.04%	150
2023 Q1	$244K	Sell	4,834 -419	-8%	-$21.1K	0.05%	138
2022 Q4	$254K	Sell	5,253 -1,352	-20%	-$64.3K	0.05%	126
2022 Q3	$300K	Sell	6,605 -11	-0.2%	-$536	0.07%	100
2022 Q2	$318K	Sell	6,616 -7,641	-54%	-$404K	0.07%	96
2022 Q1	$813K	Buy	14,257 +2,766	+24%	+$159K	0.16%	61
2021 Q4	$692K	Buy	11,491 +136	+1%	+$8.29K	0.14%	62
2021 Q3	$688K	Hold	11,355	–	–	0.15%	59
2021 Q2	$712K	Sell	11,355 -891	-7%	-$53.8K	0.16%	55
2021 Q1	$704K	Hold	12,246	–	–	0.19%	56
2020 Q4	$647K	Sell	12,246 -727	-6%	-$35K	0.2%	56
2020 Q3	$568K	Sell	12,973 -306	-2%	-$13.2K	0.21%	56
2020 Q2	$519K	Sell	13,279 -378	-3%	-$13.5K	0.19%	59
2020 Q1	$438K	Buy	13,657 +6,015	+79%	+$244K	0.19%	58
2019 Q4	$346K	Hold	7,642	–	–	0.13%	57
2019 Q3	$322K	Buy	7,642 +415	+6%	+$17.7K	0.13%	58
2019 Q2	$321K	Sell	7,227 -59	-0.8%	-$2.6K	0.13%	59
2019 Q1	$328K	Buy	7,286 +103	+1%	+$4.55K	0.16%	57
2018 Q4	$300K	Buy	+7,183	New	+$306K	0.16%	56

Other funds holding EEMS

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Kohmann Bosshard Financial Services's EEMS Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q2 2026 at 3,498 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #187.

Kohmann Bosshard Financial Services first reported a position in EEMS in Q4 2018 and has held it in 30 quarters since. The position peaked at $813K in Q1 2022. 34 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

Kohmann Bosshard Financial Services held 3,498 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $265K as of Q2 2026.
Kohmann Bosshard Financial Services left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #187 holding.
Kohmann Bosshard Financial Services first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Kohmann Bosshard Financial Services's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $813K in Q1 2022.
34 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.