MASECO Private Wealth’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

MASECO Private Wealth’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	$84.3K	Hold	1,112	–	–	﹤0.01%	142
2026 Q1	$77K	Sell	1,112 -413	-27%	-$29.3K	﹤0.01%	129
2025 Q4	$103K	Buy	+1,525	New	+$104K	﹤0.01%	117
2025 Q3	–	Sell	-2,042	Closed	-$132K	–	343
2025 Q2	$132K	Buy	+2,042	New	+$121K	0.01%	114

Other funds holding EEMS

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

MASECO Private Wealth's EEMS Position: Q2 2026 in Review

MASECO Private Wealth held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q2 2026 at 1,112 shares worth $84.3K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

MASECO Private Wealth first reported a position in EEMS in Q2 2025 and has held it in 4 quarters since. The position peaked at $132K in Q2 2025. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

MASECO Private Wealth held 1,112 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $84.3K as of Q2 2026.
MASECO Private Wealth left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #142 holding.
MASECO Private Wealth first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
MASECO Private Wealth's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $132K in Q2 2025.
111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.