Steward Partners Investment Advisory’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Steward Partners Investment Advisory’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	$3.46K	Hold	50	–	–	﹤0.01%	3905
2025 Q4	$3.37K	Hold	50	–	–	﹤0.01%	3819
2025 Q3	$3.4K	Hold	50	–	–	﹤0.01%	3771
2025 Q2	$3.24K	Hold	50	–	–	﹤0.01%	3608
2025 Q1	$2.78K	Hold	50	–	–	﹤0.01%	3564
2024 Q4	$2.91K	Hold	50	–	–	﹤0.01%	3534
2024 Q3	$3.19K	Hold	50	–	–	﹤0.01%	3311
2024 Q2	$3.06K	Hold	50	–	–	﹤0.01%	3183
2024 Q1	$2.94K	Sell	50 -427	-90%	-$24.7K	﹤0.01%	3203
2023 Q4	$27.6K	Hold	477	–	–	﹤0.01%	2247
2023 Q3	$26K	Hold	477	–	–	﹤0.01%	2182
2023 Q2	$25.6K	Hold	477	–	–	﹤0.01%	2174
2023 Q1	$24K	Sell	477 -3	-0.6%	-$151	﹤0.01%	2170
2022 Q4	$23.2K	Sell	480 -51	-10%	-$2.43K	﹤0.01%	2173
2022 Q3	$24K	Hold	531	–	–	﹤0.01%	2135
2022 Q2	$26K	Sell	531 -1,841	-78%	-$97.4K	﹤0.01%	2105
2022 Q1	$135K	Sell	2,372 -8	-0.3%	-$459	﹤0.01%	1472
2021 Q4	$143K	Sell	2,380 -81	-3%	-$4.94K	﹤0.01%	1446
2021 Q3	$149K	Sell	2,461 -653	-21%	-$40.2K	﹤0.01%	1390
2021 Q2	$195K	Sell	3,114 -1,200	-28%	-$72.5K	﹤0.01%	1562
2021 Q1	$248K	Sell	4,314 -5,539	-56%	-$310K	﹤0.01%	1196
2020 Q4	$520K	Buy	9,853 +9,720	+7,308%	+$467K	0.01%	751
2020 Q3	$6K	Hold	133	–	–	﹤0.01%	2301
2020 Q2	$5K	Buy	133 +75	+129%	+$2.69K	﹤0.01%	2261
2020 Q1	$1K	Sell	58 -209	-78%	-$8.48K	﹤0.01%	2369
2019 Q4	$12K	Hold	267	–	–	﹤0.01%	1940
2019 Q3	$11K	Hold	267	–	–	﹤0.01%	1939
2019 Q2	$11K	Buy	+267	New	+$11.8K	﹤0.01%	1932
2018 Q4	–	Sell	-405	Closed	-$19K	–	1125
2018 Q3	$19K	Hold	405	–	–	﹤0.01%	1577
2018 Q2	$19K	Hold	405	–	–	﹤0.01%	1485
2018 Q1	$21K	Hold	405	–	–	﹤0.01%	1309
2017 Q4	$21K	Hold	405	–	–	﹤0.01%	1095
2017 Q3	$19K	Buy	405 +10	+3%	+$486	﹤0.01%	953
2017 Q2	$18K	Buy	+395	New	+$18.4K	﹤0.01%	897

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

Steward Partners Investment Advisory's EEMS Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q1 2026 at 50 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3905.

Steward Partners Investment Advisory first reported a position in EEMS in Q2 2017 and has held it in 34 quarters since. The position peaked at $520K in Q4 2020. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

Steward Partners Investment Advisory held 50 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $3.46K as of Q1 2026.
Steward Partners Investment Advisory left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3905 holding.
Steward Partners Investment Advisory first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2017 and has held it in 34 quarters since.
Steward Partners Investment Advisory's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $520K in Q4 2020.
114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.