Pacific Capital Wealth Advisors’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Pacific Capital Wealth 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
2025 Q1	–	Sell	-210	Closed	-$12.2K	–	170
2024 Q4	$12.2K	Hold	210	–	–	﹤0.01%	256
2024 Q3	$13.4K	Hold	210	–	–	﹤0.01%	275
2024 Q2	$12.8K	Hold	210	–	–	﹤0.01%	287
2024 Q1	$12.4K	Hold	210	–	–	﹤0.01%	214
2023 Q4	$12.1K	Buy	+210	New	+$11.6K	﹤0.01%	215

Other funds holding EEMS

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Pacific Capital Wealth Advisors's EEMS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2025, closing a stake of 210 shares — an estimated $12.2K sold.

Pacific Capital Wealth Advisors first reported a position in EEMS in Q4 2023 and held it in 5 quarters. The position peaked at $13.4K in Q3 2024. 103 funds tracked by Wall St. Rank hold EEMS as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 210 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2025, an estimated $12.2K.
Pacific Capital Wealth Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $13.4K in Q3 2024.
103 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.