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 Q2	$308K	Buy	4,065 +831	+26%	+$63K	﹤0.01%	3269
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

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

Stifel Financial's EEMS Position: Q2 2026 in Review

Stifel Financial increased its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 26% in Q2 2026, buying an estimated $63K and bringing the position to 4,065 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #3269.

Stifel Financial first reported a position in EEMS in Q3 2017 and has held it in 9 quarters since. The position peaked at $7.12M in Q3 2018. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

Stifel Financial held 4,065 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $308K as of Q2 2026.
Stifel Financial bought 831 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $63K.
iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3269 holding.
Stifel Financial first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2017 and has held it in 9 quarters since.
Stifel Financial's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $7.12M in Q3 2018.
111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.