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) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HAC

Harbor Advisory Corp Portsmouth, New Hampshire $374M AUM 29.32% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Swisher Financial Concepts's EEMS Position: Q3 2025 in Review

Swisher Financial Concepts sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q3 2025, closing a stake of 5,830 shares — an estimated $378K sold.

Swisher Financial Concepts first reported a position in EEMS in Q4 2023 and held it in 7 quarters. The position peaked at $2.12M in Q3 2024. 111 funds tracked by Wall St. Rank hold EEMS as of Q3 2025.

Swisher Financial Concepts reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Swisher Financial Concepts sold 5,830 iShares MSCI Emerging Markets Small-Cap ETF shares in Q3 2025, an estimated $378K.
Swisher Financial Concepts first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2023 and held it in 7 quarters.
Swisher Financial Concepts's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $2.12M in Q3 2024.
111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2025.

Based on Swisher Financial Concepts's 13F filing for Q3 2025, filed 20 Oct 2025.