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Triumph Capital Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Triumph Capital 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
2026
Q2 		$56.2K Sell
741
-45
-6% -$3.41K 0.01% 646
2026
Q1 		$54.4K Sell
786
-232
-23% -$16.5K 0.01% 619
2025
Q4 		$68.7K Buy
+1,018
New +$69.1K 0.01% 530

Other funds holding EEMS

OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Triumph Capital Management's EEMS Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 5.7% in Q2 2026, selling an estimated $3.41K and leaving 741 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #646.

Triumph Capital Management first reported a position in EEMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $68.7K in Q4 2025. 23 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

  • Triumph Capital Management held 741 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $56.2K as of Q2 2026.
  • Triumph Capital Management sold 45 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $3.41K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #646 holding.
  • Triumph Capital Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $68.7K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.