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

OneDigital Investment 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
Q1 		$1.54M Sell
22,234
-1,072
-5% -$76.2K 0.02% 553
2025
Q4 		$1.57M Sell
23,306
-65
-0.3% -$4.41K 0.02% 532
2025
Q3 		$1.59M Sell
23,371
-1,380
-6% -$91.3K 0.02% 509
2025
Q2 		$1.61M Sell
24,751
-431
-2% -$25.6K 0.02% 489
2025
Q1 		$1.4M Sell
25,182
-6,894
-21% -$393K 0.02% 507
2024
Q4 		$1.86M Sell
32,076
-381
-1% -$23.2K 0.02% 439
2024
Q3 		$2.07M Sell
32,457
-2,422
-7% -$149K 0.02% 430
2024
Q2 		$2.13M Sell
34,879
-124
-0.4% -$7.45K 0.03% 404
2024
Q1 		$2.06M Buy
35,003
+805
+2% +$46.5K 0.03% 329
2023
Q4 		$1.98M Sell
34,198
-4,771
-12% -$264K 0.03% 317
2023
Q3 		$2.13M Sell
38,969
-1,716
-4% -$94.8K 0.05% 273
2023
Q2 		$2.18M Sell
40,685
-850
-2% -$44K 0.05% 262
2023
Q1 		$2.09M Sell
41,535
-590
-1% -$29.7K 0.05% 267
2022
Q4 		$2.03M Sell
42,125
-1,454
-3% -$69.2K 0.06% 254
2022
Q3 		$1.98M Sell
43,579
-23
-0.1% -$1.12K 0.07% 190
2022
Q2 		$2.1M Sell
43,602
-4,342
-9% -$230K 0.09% 151
2022
Q1 		$2.73M Sell
47,944
-348
-0.7% -$19.9K 0.1% 129
2021
Q4 		$2.91M Sell
48,292
-11,467
-19% -$699K 0.1% 128
2021
Q3 		$3.62M Sell
59,759
-456
-0.8% -$28.1K 0.14% 94
2021
Q2 		$3.77M Sell
60,215
-2,577
-4% -$156K 0.16% 88
2021
Q1 		$3.61M Sell
62,792
-6,594
-10% -$369K 0.17% 85
2020
Q4 		$3.66M Sell
69,386
-78,946
-53% -$3.8M 0.19% 82
2020
Q3 		$6.5M Sell
148,332
-1,352
-0.9% -$58.5K 0.45% 48
2020
Q2 		$5.84M Buy
149,684
+1,396
+0.9% +$50K 0.42% 51
2020
Q1 		$4.76M Buy
148,288
+133,729
+919% +$5.43M 0.42% 54
2019
Q4 		$659K Buy
14,559
+1,779
+14% +$77.5K 0.05% 249
2019
Q3 		$538K Sell
12,780
-2,546
-17% -$108K 0.05% 261
2019
Q2 		$680K Buy
15,326
+2,888
+23% +$128K 0.05% 211
2019
Q1 		$560K Sell
12,438
-293
-2% -$12.9K 0.08% 158
2018
Q4 		$532K Sell
12,731
-23,096
-64% -$985K 0.09% 152
2018
Q3 		$1.64M Sell
35,827
-701
-2% -$33.1K 0.38% 46
2018
Q2 		$1.74M Sell
36,528
-8,462
-19% -$438K 0.37% 48
2018
Q1 		$2.4M Sell
44,990
-2,457
-5% -$133K 0.53% 39
2017
Q4 		$2.52M Sell
47,447
-81,331
-63% -$4.16M 0.29% 36
2017
Q3 		$6.36M Sell
128,778
-15,623
-11% -$759K 2.34% 9
2017
Q2 		$6.75M Buy
+144,401
New +$6.73M 2.01% 11

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

OneDigital Investment Advisors's EEMS Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 4.6% in Q1 2026, selling an estimated $76.2K and leaving 22,234 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #553.

OneDigital Investment Advisors first reported a position in EEMS in Q2 2017 and has held it in 36 quarters since. The position peaked at $6.75M in Q2 2017. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

  • OneDigital Investment Advisors held 22,234 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $1.54M as of Q1 2026.
  • OneDigital Investment Advisors sold 1,072 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2026, an estimated $76.2K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q1 2026, its #553 holding.
  • OneDigital Investment Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $6.75M in Q2 2017.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.