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

Physician 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
-717
Closed -$41.7K – 1462
2024
Q4 		$41.7K Buy
+717
New +$43.7K 0.01% 371

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
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
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CF
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

Physician Wealth Advisors's EEMS Position: Q1 2025 in Review

Physician Wealth Advisors sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2025, closing a stake of 717 shares — an estimated $41.7K sold.

Physician Wealth Advisors first reported a position in EEMS in Q4 2024 and held it in 1 quarter. The position peaked at $41.7K in Q4 2024. 103 funds tracked by Wall St. Rank hold EEMS as of Q1 2025.

  • Physician Wealth Advisors reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 717 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2025, an estimated $41.7K.
  • Physician Wealth Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Physician Wealth Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $41.7K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.