SageView Advisory Group’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

SageView Advisory Group’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 Q4	$33.7K	Buy	+500	New	+$33.9K	﹤0.01%	1241

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SageView Advisory Group's EEMS Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q4 2025: 500 shares worth $33.7K. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings.

113 funds tracked by Wall St. Rank hold EEMS as of Q4 2025.

SageView Advisory Group held 500 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $33.7K as of Q4 2025.
iShares MSCI Emerging Markets Small-Cap ETF was a new SageView Advisory Group position in Q4 2025.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1241 holding.
113 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.