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

Stewardship Concepts 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 		$1.69M Sell
22,303
-39,778
-64% -$3.01M 1.14% 25
2026
Q1 		$4.29M Buy
62,081
+5,777
+10% +$410K 3.36% 11
2025
Q4 		$3.8M Buy
+56,304
New +$3.82M 3.2% 11

Other funds holding EEMS

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
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

Stewardship Concepts Financial Services's EEMS Position: Q2 2026 in Review

Stewardship Concepts Financial Services reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 64% in Q2 2026, selling an estimated $3.01M and leaving 22,303 shares worth $1.69M. The position accounts for 1.14% of the portfolio, ranked #25.

Stewardship Concepts Financial Services first reported a position in EEMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.29M in Q1 2026. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

  • Stewardship Concepts Financial Services held 22,303 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $1.69M as of Q2 2026.
  • Stewardship Concepts Financial Services sold 39,778 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $3.01M.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 1.14% of Stewardship Concepts Financial Services's portfolio in Q2 2026, its #25 holding.
  • Stewardship Concepts Financial Services first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Stewardship Concepts Financial Services's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $4.29M in Q1 2026.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.