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Samalin Investment Counsel’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Samalin Investment Counsel’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
Q2 		$472K Sell
6,221
-130
-2% -$9.85K 0.15% 169
2026
Q1 		$439K Sell
6,351
-180
-3% -$12.8K 0.16% 182
2025
Q4 		$441K Buy
6,531
+496
+8% +$33.7K 0.16% 182
2025
Q3 		$410K Buy
6,035
+150
+3% +$9.92K 0.14% 203
2025
Q2 		$382K Buy
5,885
+560
+11% +$33.2K 0.15% 215
2025
Q1 		$296K Buy
5,325
+1,039
+24% +$59.2K 0.12% 246
2024
Q4 		$249K Buy
4,286
+271
+7% +$16.5K 0.11% 243
2024
Q3 		$256K Buy
4,015
+149
+4% +$9.15K 0.11% 239
2024
Q2 		$236K Buy
+3,866
New +$232K 0.11% 247
2024
Q1 		– Sell
-3,579
Closed -$207K – 283
2023
Q4 		$207K Buy
+3,579
New +$198K 0.1% 250
2023
Q3 		– Sell
-5,503
Closed -$295K – 266
2023
Q2 		$295K Buy
5,503
+80
+1% +$4.14K 0.16% 181
2023
Q1 		$273K Buy
5,423
+94
+2% +$4.74K 0.16% 180
2022
Q4 		$257K Buy
5,329
+47
+0.9% +$2.24K 0.16% 177
2022
Q3 		$240K Buy
5,282
+268
+5% +$13.1K 0.18% 169
2022
Q2 		$241K Buy
5,014
+316
+7% +$16.7K 0.17% 180
2022
Q1 		$268K Buy
4,698
+588
+14% +$33.7K 0.16% 187
2021
Q4 		$247K Buy
4,110
+409
+11% +$24.9K 0.15% 201
2021
Q3 		$224K Buy
3,701
+260
+8% +$16K 0.15% 210
2021
Q2 		$216K Sell
3,441
-1,374
-29% -$83K 0.14% 217
2021
Q1 		$276K Buy
4,815
+324
+7% +$18.1K 0.19% 179
2020
Q4 		$237K Sell
4,491
-85
-2% -$4.09K 0.18% 186
2020
Q3 		$200K Buy
+4,576
New +$198K 0.18% 172
2020
Q1 		– Sell
-4,515
Closed -$204K – 237
2019
Q4 		$204K Buy
+4,515
New +$197K 0.17% 151

Other funds holding EEMS

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Samalin Investment Counsel's EEMS Position: Q2 2026 in Review

Samalin Investment Counsel reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 2% in Q2 2026, selling an estimated $9.85K and leaving 6,221 shares worth $472K. The position accounts for 0.15% of the portfolio, ranked #169.

Samalin Investment Counsel first reported a position in EEMS in Q4 2019 and has held it in 23 quarters since. 41 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

  • Samalin Investment Counsel held 6,221 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $472K as of Q2 2026.
  • Samalin Investment Counsel sold 130 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $9.85K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 0.15% of Samalin Investment Counsel's portfolio in Q2 2026, its #169 holding.
  • Samalin Investment Counsel first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.