NewEdge Advisors’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

NewEdge Advisors’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	$152K	Hold	2,000	–	–	﹤0.01%	2839
2026 Q1	$138K	Hold	2,000	–	–	﹤0.01%	2683
2025 Q4	$135K	Hold	2,000	–	–	﹤0.01%	2685
2025 Q3	$136K	Hold	2,000	–	–	﹤0.01%	2502
2025 Q2	$130K	Buy	2,000 +350	+21%	+$20.8K	﹤0.01%	2337
2025 Q1	$91.8K	Buy	1,650 +150	+10%	+$8.54K	﹤0.01%	2324
2024 Q4	$87.2K	Hold	1,500	–	–	﹤0.01%	2321
2024 Q3	$95.7K	Hold	1,500	–	–	﹤0.01%	2206
2024 Q2	$91.7K	Hold	1,500	–	–	﹤0.01%	2149
2024 Q1	$88.3K	Hold	1,500	–	–	﹤0.01%	2099
2023 Q4	$86.7K	Hold	1,500	–	–	﹤0.01%	2002
2023 Q3	$81.9K	Hold	1,500	–	–	﹤0.01%	1915
2023 Q2	$80.4K	Hold	1,500	–	–	﹤0.01%	1925
2023 Q1	$75.6K	Sell	1,500 -1	-0.1%	-$50	﹤0.01%	1842
2022 Q4	$120	Buy	+1,501	New	+$71.4K	﹤0.01%	3350

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

ECM

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

OMC

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

NewEdge Advisors's EEMS Position: Q2 2026 in Review

NewEdge Advisors held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q2 2026 at 2,000 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

NewEdge Advisors first reported a position in EEMS in Q4 2022 and has held it in 15 quarters since. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

NewEdge Advisors held 2,000 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $152K as of Q2 2026.
NewEdge Advisors 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 NewEdge Advisors's portfolio in Q2 2026, its #2839 holding.
NewEdge Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.