Larson Financial Group’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Larson Financial Group’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	-276	Closed	-$16K	–	3106
2024 Q4	$16K	Hold	276	–	–	﹤0.01%	1299
2024 Q3	$17.6K	Hold	276	–	–	﹤0.01%	1265
2024 Q2	$16.9K	Hold	276	–	–	﹤0.01%	1108
2024 Q1	$16.2K	Hold	276	–	–	﹤0.01%	931
2023 Q4	$16K	Hold	276	–	–	﹤0.01%	907
2023 Q3	$15.1K	Hold	276	–	–	﹤0.01%	891
2023 Q2	$14.8K	Hold	276	–	–	﹤0.01%	826
2023 Q1	$13.9K	Hold	276	–	–	﹤0.01%	830
2022 Q4	$13.3K	Hold	276	–	–	﹤0.01%	783
2022 Q3	$13K	Sell	276 -381	-58%	-$18.6K	﹤0.01%	719
2022 Q2	$32K	Hold	657	–	–	0.01%	458
2022 Q1	$37K	Buy	+657	New	+$37.7K	0.01%	425
2021 Q1	–	Sell	-45	Closed	-$2K	–	852
2020 Q4	$2K	Buy	+45	New	+$2.16K	﹤0.01%	629

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

Larson Financial Group's EEMS Position: Q1 2025 in Review

Larson Financial Group sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2025, closing a stake of 276 shares — an estimated $16K sold.

Larson Financial Group first reported a position in EEMS in Q4 2020 and held it in 13 quarters. The position peaked at $37K in Q1 2022. 103 funds tracked by Wall St. Rank hold EEMS as of Q1 2025.

Larson Financial Group reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Larson Financial Group sold 276 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2025, an estimated $16K.
Larson Financial Group first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2020 and held it in 13 quarters.
Larson Financial Group's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $37K in Q1 2022.
103 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.