MB Generational Wealth’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

MB Generational 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	$529K	Hold	7,645	–	–	0.29%	42
2025 Q4	$516K	Hold	7,645	–	–	0.27%	44
2025 Q3	$519K	Buy	+7,645	New	+$506K	0.33%	38
2025 Q1	$425K	Hold	7,645	–	–	0.32%	34
2024 Q4	$444K	Hold	7,645	–	–	0.33%	35
2024 Q3	$488K	Hold	7,645	–	–	0.35%	33
2024 Q2	$467K	Hold	7,645	–	–	0.36%	31
2024 Q1	$450K	Hold	7,645	–	–	0.35%	30
2023 Q4	$442K	Buy	+7,645	New	+$423K	0.41%	29

Other funds holding EEMS

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCA

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

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

ECM

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

HAC

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

MB Generational Wealth's EEMS Position: Q1 2026 in Review

MB Generational Wealth held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q1 2026 at 7,645 shares worth $529K. The position accounts for 0.29% of the portfolio, ranked #42.

MB Generational Wealth first reported a position in EEMS in Q4 2023 and has held it in 9 quarters since. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

MB Generational Wealth held 7,645 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $529K as of Q1 2026.
MB Generational Wealth left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.29% of MB Generational Wealth's portfolio in Q1 2026, its #42 holding.
MB Generational Wealth first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.