Red Lighthouse Investment Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Red Lighthouse Investment Management’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	$428K	Sell	6,187 -855	-12%	-$60.7K	0.14%	56
2025 Q4	$475K	Hold	7,042	–	–	0.17%	41
2025 Q3	$478K	Hold	7,042	–	–	0.17%	49
2025 Q2	$457K	Hold	7,042	–	–	0.17%	50
2025 Q1	$414K	Hold	7,042	–	–	0.17%	48
2024 Q4	$409K	Hold	7,042	–	–	0.16%	48
2024 Q3	$449K	Hold	7,042	–	–	0.18%	48
2024 Q2	$430K	Hold	7,042	–	–	0.18%	46
2024 Q1	$414K	Sell	7,042 -470	-6%	-$27.1K	0.17%	49
2023 Q4	$434K	Hold	7,512	–	–	0.18%	45
2023 Q3	$410K	Hold	7,512	–	–	0.19%	45
2023 Q2	$402K	Hold	7,512	–	–	0.18%	45
2023 Q1	$378K	Hold	7,512	–	–	0.18%	46
2022 Q4	$363K	Buy	+7,512	New	+$357K	0.18%	48

Other funds holding EEMS

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

HAC

Harbor Advisory Corp Portsmouth, New Hampshire $333M AUM 20.54% 1-Year Est. Return

Red Lighthouse Investment Management's EEMS Position: Q1 2026 in Review

Red Lighthouse Investment Management reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 12% in Q1 2026, selling an estimated $60.7K and leaving 6,187 shares worth $428K. The position accounts for 0.14% of the portfolio, ranked #56.

Red Lighthouse Investment Management first reported a position in EEMS in Q4 2022 and has held it in 14 quarters since. The position peaked at $478K in Q3 2025. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

Red Lighthouse Investment Management held 6,187 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $428K as of Q1 2026.
Red Lighthouse Investment Management sold 855 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2026, an estimated $60.7K.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.14% of Red Lighthouse Investment Management's portfolio in Q1 2026, its #56 holding.
Red Lighthouse Investment Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Red Lighthouse Investment Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $478K in Q3 2025.
114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.