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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
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

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $333M AUM 20.54% 1-Year Est. Return

MASECO Private Wealth's EEMS Position: Q1 2026 in Review

MASECO Private Wealth reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 27% in Q1 2026, selling an estimated $29.3K and leaving 1,112 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

MASECO Private Wealth first reported a position in EEMS in Q2 2025 and has held it in 3 quarters since. The position peaked at $132K in Q2 2025. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

  • MASECO Private Wealth held 1,112 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $77K as of Q1 2026.
  • MASECO Private Wealth sold 413 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2026, an estimated $29.3K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #129 holding.
  • MASECO Private Wealth first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $132K in Q2 2025.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.