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Synergy Investment Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Synergy Investment Management’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
Q1 		– Sell
-615
Closed -$35.8K – 618
2024
Q4 		$35.8K Buy
+615
New +$37.5K 0.02% 270

Other funds holding EEMS

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $230M AUM 10.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Synergy Investment Management's EEMS Position: Q1 2025 in Review

Synergy Investment Management sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2025, closing a stake of 615 shares — an estimated $35.8K sold.

Synergy Investment Management first reported a position in EEMS in Q4 2024 and held it in 1 quarter. The position peaked at $35.8K in Q4 2024. 103 funds tracked by Wall St. Rank hold EEMS as of Q1 2025.

  • Synergy Investment Management reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 615 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2025, an estimated $35.8K.
  • Synergy Investment Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $35.8K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.