Sigma Planning Corp’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Sigma Planning Corp’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	$328K	Buy	+4,740	New	+$337K	0.01%	1025
2025 Q1	–	Sell	-4,105	Closed	-$239K	–	1225
2024 Q4	$239K	Sell	4,105 -569	-12%	-$34.7K	0.01%	1020
2024 Q3	$298K	Sell	4,674 -1,855	-28%	-$114K	0.01%	955
2024 Q2	$399K	Sell	6,529 -494	-7%	-$29.7K	0.01%	817
2024 Q1	$413K	Buy	7,023 +2,869	+69%	+$166K	0.01%	842
2023 Q4	$240K	Sell	4,154 -2,800	-40%	-$155K	0.02%	705
2023 Q3	$380K	Buy	6,954 +900	+15%	+$49.7K	0.01%	834
2023 Q2	$324K	Buy	6,054 +573	+10%	+$29.7K	0.01%	905
2023 Q1	$276K	Sell	5,481 -98	-2%	-$4.94K	0.01%	1032
2022 Q4	$269K	Sell	5,579 -3,321	-37%	-$158K	0.01%	1011
2022 Q3	$404K	Sell	8,900 -2,043	-19%	-$99.6K	0.02%	818
2022 Q2	$526K	Buy	10,943 +761	+7%	+$40.2K	0.02%	729
2022 Q1	$580K	Sell	10,182 -1,950	-16%	-$112K	0.02%	784
2021 Q4	$731K	Buy	12,132 +327	+3%	+$19.9K	0.02%	674
2021 Q3	$716K	Buy	11,805 +350	+3%	+$21.6K	0.02%	664
2021 Q2	$718K	Buy	11,455 +1,398	+14%	+$84.4K	0.02%	675
2021 Q1	$578K	Buy	10,057 +2,017	+25%	+$113K	0.02%	712
2020 Q4	$425K	Buy	8,040 +622	+8%	+$29.9K	0.01%	759
2020 Q3	$325K	Buy	+7,418	New	+$321K	0.01%	767
2019 Q2	–	Sell	-5,680	Closed	-$256K	–	1009
2019 Q1	$256K	Sell	5,680 -1,334	-19%	-$58.9K	0.01%	744
2018 Q4	$293K	Sell	7,014 -1,420	-17%	-$60.6K	0.02%	609
2018 Q3	$386K	Sell	8,434 -2,476	-23%	-$117K	0.02%	581
2018 Q2	$521K	Buy	10,910 +102	+0.9%	+$5.28K	0.03%	444
2018 Q1	$577K	Buy	10,808 +661	+7%	+$35.8K	0.04%	404
2017 Q4	$539K	Buy	10,147 +2,240	+28%	+$115K	0.04%	419
2017 Q3	$390K	Buy	7,907 +1,050	+15%	+$51K	0.03%	510
2017 Q2	$321K	Buy	+6,857	New	+$320K	0.03%	549

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 $5.7B AUM 32.06% 1-Year Est. Return

HAC

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

Sigma Planning Corp's EEMS Position: Q1 2026 in Review

Sigma Planning Corp opened a new position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2026: 4,740 shares worth $328K. The stake represents 0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in EEMS as recently as Q4 2024.

Sigma Planning Corp first reported a position in EEMS in Q2 2017 and has held it in 27 quarters since. The position peaked at $731K in Q4 2021. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

Sigma Planning Corp held 4,740 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $328K as of Q1 2026.
iShares MSCI Emerging Markets Small-Cap ETF was a new Sigma Planning Corp position in Q1 2026.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1025 holding.
Sigma Planning Corp first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2017 and has held it in 27 quarters since.
Sigma Planning Corp's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $731K in Q4 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.