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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
Q2 		$1.6M Sell
21,026
-1,860
-8% -$141K 0.02% 691
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

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

Summit Financial's EEMS Position: Q2 2026 in Review

Summit Financial reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 8.1% in Q2 2026, selling an estimated $141K and leaving 21,026 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #691.

Summit Financial first reported a position in EEMS in Q3 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

  • Summit Financial held 21,026 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $1.6M as of Q2 2026.
  • Summit Financial sold 1,860 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $141K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #691 holding.
  • Summit Financial first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

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