Simon Quick Advisors’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Simon Quick 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	$691K	Buy	9,105 +23	+0.3%	+$1.74K	0.03%	233
2026 Q1	$628K	Buy	9,082 +100	+1%	+$7.1K	0.03%	226
2025 Q4	$606K	Buy	8,982 +47	+0.5%	+$3.19K	0.03%	235
2025 Q3	$607K	Hold	8,935	–	–	0.03%	246
2025 Q2	$579K	Buy	8,935 +12	+0.1%	+$712	0.03%	235
2025 Q1	$496K	Hold	8,923	–	–	0.03%	299
2024 Q4	$519K	Buy	8,923 +40	+0.5%	+$2.44K	0.03%	237
2024 Q3	$567K	Sell	8,883 -105	-1%	-$6.45K	0.04%	220
2024 Q2	$549K	Sell	8,988 -493	-5%	-$29.6K	0.04%	207
2024 Q1	$558K	Hold	9,481	–	–	0.04%	188
2023 Q4	$548K	Buy	9,481 +60	+0.6%	+$3.32K	0.05%	165
2023 Q3	$514K	Hold	9,421	–	–	0.05%	161
2023 Q2	$505K	Buy	9,421 +1,807	+24%	+$93.6K	0.05%	157
2023 Q1	$384K	Hold	7,614	–	–	0.04%	177
2022 Q4	$368K	Buy	7,614 +5	+0.1%	+$238	0.04%	155
2022 Q3	$345K	Buy	+7,609	New	+$371K	0.05%	138

Other funds holding EEMS

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $374M AUM 29.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Simon Quick Advisors's EEMS Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 0.25% in Q2 2026, buying an estimated $1.74K and bringing the position to 9,105 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #233.

Simon Quick Advisors first reported a position in EEMS in Q3 2022 and has held it in 16 quarters since. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

Simon Quick Advisors held 9,105 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $691K as of Q2 2026.
Simon Quick Advisors bought 23 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $1.74K.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.03% of Simon Quick Advisors's portfolio in Q2 2026, its #233 holding.
Simon Quick Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.