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

Sax 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
2026 Q2	$969K	Sell	14,009 -3,769	-21%	-$286K	0.04%	235
2026 Q1	$1.2M	Sell	17,778 -493	-3%	-$35K	0.06%	169
2025 Q4	$1.23M	Sell	18,271 -30,421	-62%	-$2.06M	0.06%	173
2025 Q3	$3.31M	Buy	48,692 +11,498	+31%	+$760K	0.18%	78
2025 Q2	$2.41M	Buy	37,194 +11,126	+43%	+$660K	0.15%	88
2025 Q1	$1.45M	Sell	26,068 -714	-3%	-$40.7K	0.1%	110
2024 Q4	$1.56M	Sell	26,782 -5,554	-17%	-$338K	0.12%	84
2024 Q3	$2.06M	Buy	32,336 +7,267	+29%	+$446K	0.18%	60
2024 Q2	$1.53M	Buy	25,069 +10,008	+66%	+$601K	0.15%	70
2024 Q1	$886K	Buy	+15,061	New	+$870K	0.1%	76

Other funds holding EEMS

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Sax Wealth Advisors's EEMS Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 21% in Q2 2026, selling an estimated $286K and leaving 14,009 shares worth $969K. The position accounts for 0.04% of the portfolio, ranked #235.

Sax Wealth Advisors first reported a position in EEMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.31M in Q3 2025. 18 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

Sax Wealth Advisors held 14,009 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $969K as of Q2 2026.
Sax Wealth Advisors sold 3,769 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $286K.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #235 holding.
Sax Wealth Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Sax Wealth Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $3.31M in Q3 2025.
18 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.