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

Swisher Financial Concepts’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
2025
Q3 		– Sell
-5,830
Closed -$378K – 91
2025
Q2 		$378K Sell
5,830
-3,808
-40% -$226K 0.24% 57
2025
Q1 		$536K Sell
9,638
-8,869
-48% -$505K 0.44% 41
2024
Q4 		$1.08M Sell
18,507
-15,104
-45% -$920K 1.27% 16
2024
Q3 		$2.12M Sell
33,611
-357
-1% -$21.9K 1.34% 16
2024
Q2 		$2.08M Buy
33,968
+476
+1% +$28.6K 2.11% 12
2024
Q1 		$1.99M Buy
33,492
+2,836
+9% +$164K 1.74% 17
2023
Q4 		$1.73M Buy
+30,656
New +$1.7M 1.66% 18

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
CCA
Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HAC
Harbor Advisory Corp Portsmouth, New Hampshire $333M AUM 20.54% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return