Sowell Financial Services’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Sowell Financial Services’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	$3.71M	Buy	48,944 +324	+0.7%	+$24.6K	0.12%	186
2026 Q1	$3.36M	Sell	48,620 -240	-0.5%	-$17K	0.12%	178
2025 Q4	$3.3M	Buy	48,860 +2,232	+5%	+$151K	0.12%	174
2025 Q3	$3.17M	Buy	46,628 +373	+0.8%	+$24.7K	0.12%	178
2025 Q2	$3M	Buy	46,255 +1,177	+3%	+$69.9K	0.12%	177
2025 Q1	$2.51M	Buy	45,078 +1,890	+4%	+$108K	0.11%	187
2024 Q4	$2.51M	Buy	43,188 +5,576	+15%	+$340K	0.13%	171
2024 Q3	$2.4M	Sell	37,612 -679	-2%	-$41.7K	0.11%	211
2024 Q2	$2.34M	Sell	38,291 -982	-3%	-$59K	0.11%	184
2024 Q1	$2.31M	Sell	39,273 -1,068	-3%	-$61.7K	0.11%	196
2023 Q4	$2.33M	Buy	40,341 +482	+1%	+$26.7K	0.13%	180
2023 Q3	$2.18M	Sell	39,859 -1,468	-4%	-$81.1K	0.14%	168
2023 Q2	$2.21M	Buy	41,327 +379	+0.9%	+$19.6K	0.12%	191
2023 Q1	$2.06M	Buy	40,948 +174	+0.4%	+$8.77K	0.16%	149
2022 Q4	$1.97M	Buy	40,774 +2,177	+6%	+$104K	0.13%	190
2022 Q3	$1.75M	Buy	+38,597	New	+$1.88M	0.18%	155
2022 Q1	–	Sell	-10,679	Closed	-$644K	–	242
2021 Q4	$644K	Sell	10,679 -23,287	-69%	-$1.42M	0.04%	400
2021 Q3	$2.06M	Buy	33,966 +1,020	+3%	+$62.9K	0.14%	173
2021 Q2	$2.06M	Buy	32,946 +275	+0.8%	+$16.6K	0.14%	182
2021 Q1	$1.96M	Buy	32,671 +1,307	+4%	+$73.2K	0.07%	248
2020 Q4	$1.66M	Buy	31,364 +477	+2%	+$22.9K	0.07%	236
2020 Q3	$1.35M	Buy	30,887 +387	+1%	+$16.7K	0.07%	234
2020 Q2	$1.19M	Buy	30,500 +1,240	+4%	+$44.4K	0.07%	239
2020 Q1	$939K	Buy	29,260 +341	+1%	+$13.8K	0.07%	260
2019 Q4	$1.31M	Buy	28,919 +1,091	+4%	+$47.5K	0.1%	214
2019 Q3	$1.17M	Buy	+27,828	New	+$1.18M	0.1%	217
2019 Q1	$1.25M	Sell	27,853 -2,263	-8%	-$100K	0.14%	167
2018 Q4	$1.26M	Buy	+30,116	New	+$1.28M	0.18%	120

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

Sowell Financial Services's EEMS Position: Q2 2026 in Review

Sowell Financial Services increased its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 0.67% in Q2 2026, buying an estimated $24.6K and bringing the position to 48,944 shares worth $3.71M. The position accounts for 0.12% of the portfolio, ranked #186.

Sowell Financial Services first reported a position in EEMS in Q4 2018 and has held it in 28 quarters since. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

Sowell Financial Services held 48,944 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $3.71M as of Q2 2026.
Sowell Financial Services bought 324 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $24.6K.
iShares MSCI Emerging Markets Small-Cap ETF made up 0.12% of Sowell Financial Services's portfolio in Q2 2026, its #186 holding.
Sowell Financial Services first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2018 and has held it in 28 quarters since.
111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.