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 Q3	$321K	Sell	4,265 -493	-10%	-$36.7K	0.01%	1036
2026 Q2	$361K	Buy	4,758 +18	+0.4%	+$1.36K	0.01%	1055
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%	-$100K	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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Harbor Advisory Corp Portsmouth, New Hampshire $377M AUM 19.57% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sigma Planning Corp's EEMS Position: Q3 2026 in Review

Sigma Planning Corp reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 10% in Q3 2026, selling an estimated $36.7K and leaving 4,265 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #1036.

Sigma Planning Corp first reported a position in EEMS in Q2 2017 and has held it in 29 quarters since. The position peaked at $731K in Q4 2021. 95 funds tracked by Wall St. Rank hold EEMS as of Q3 2026.

Sigma Planning Corp held 4,265 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $321K as of Q3 2026.
Sigma Planning Corp sold 493 iShares MSCI Emerging Markets Small-Cap ETF shares in Q3 2026, an estimated $36.7K.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1036 holding.
Sigma Planning Corp first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2017 and has held it in 29 quarters since.
Sigma Planning Corp's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $731K in Q4 2021.
95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.