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
2026 Q1	–	Sell	-500	Closed	-$33.7K	–	1114
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 $52.8B AUM 58.98% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

HAC

Harbor Advisory Corp Portsmouth, New Hampshire $374M AUM 29.32% 1-Year Est. Return

SageView Advisory Group's EEMS Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2026, closing a stake of 500 shares — an estimated $33.7K sold.

SageView Advisory Group first reported a position in EEMS in Q4 2025 and held it in 1 quarter. The position peaked at $33.7K in Q4 2025. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

SageView Advisory Group reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 500 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2026, an estimated $33.7K.
SageView Advisory Group first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $33.7K in Q4 2025.
114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.