SF
EEMS icon

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

Summit 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 		$1.58M Buy
22,886
+535
+2% +$38K 0.02% 635
2025
Q4 		$1.51M Buy
22,351
+751
+3% +$51K 0.02% 549
2025
Q3 		$1.47M Buy
+21,600
New +$1.43M 0.02% 550

Other funds holding EEMS

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Morgan Stanley
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
HAC
Harbor Advisory Corp Portsmouth, New Hampshire $333M AUM 20.54% 1-Year Est. Return

Summit Financial's EEMS Position: Q1 2026 in Review

Summit Financial increased its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 2.4% in Q1 2026, buying an estimated $38K and bringing the position to 22,886 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #635.

Summit Financial first reported a position in EEMS in Q3 2025 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

  • Summit Financial held 22,886 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $1.58M as of Q1 2026.
  • Summit Financial bought 535 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2026, an estimated $38K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #635 holding.
  • Summit Financial first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.