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

Stifel Financial’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	$224K	Hold	3,234	–	–	﹤0.01%	3357
2025 Q4	$218K	Buy	+3,234	New	+$220K	﹤0.01%	3337
2019 Q1	–	Sell	-119,972	Closed	-$5.11M	–	2802
2018 Q4	$5.11M	Sell	119,972 -36,001	-23%	-$1.54M	0.02%	757
2018 Q3	$7.12M	Buy	155,973 +22,047	+16%	+$1.04M	0.02%	678
2018 Q2	$6.38M	Buy	133,926 +39,854	+42%	+$2.06M	0.02%	704
2018 Q1	$5.07M	Buy	94,072 +58,598	+165%	+$3.17M	0.02%	786
2017 Q4	$1.87M	Buy	35,474 +11,043	+45%	+$565K	0.01%	1179
2017 Q3	$1.21M	Buy	+24,431	New	+$1.19M	﹤0.01%	1387

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

Stifel Financial's EEMS Position: Q1 2026 in Review

Stifel Financial held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q1 2026 at 3,234 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #3357.

Stifel Financial first reported a position in EEMS in Q3 2017 and has held it in 8 quarters since. The position peaked at $7.12M in Q3 2018. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

Stifel Financial held 3,234 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $224K as of Q1 2026.
Stifel Financial 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 Stifel Financial's portfolio in Q1 2026, its #3357 holding.
Stifel Financial first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2017 and has held it in 8 quarters since.
Stifel Financial's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $7.12M in Q3 2018.
114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.