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

Montis Financial’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
Q2 		– Sell
-3,629
Closed -$202K – 138
2025
Q1 		$202K Sell
3,629
-224
-6% -$12.8K 0.06% 143
2024
Q4 		$224K Buy
+3,853
New +$235K 0.07% 127

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Montis Financial's EEMS Position: Q2 2025 in Review

Montis Financial sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2025, closing a stake of 3,629 shares — an estimated $202K sold.

Montis Financial first reported a position in EEMS in Q4 2024 and held it in 2 quarters. The position peaked at $224K in Q4 2024. 101 funds tracked by Wall St. Rank hold EEMS as of Q2 2025.

  • Montis Financial reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Montis Financial sold 3,629 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2025, an estimated $202K.
  • Montis Financial first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Montis Financial's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $224K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2025.

Based on Montis Financial's 13F filing for Q2 2025, filed 17 Jul 2025.