Wealth Enhancement Advisory Services’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	–	Sell	-17,022	Closed	-$1.28M	–	4284
2026 Q2	$1.28M	Buy	+17,022	New	+$1.29M	﹤0.01%	1894
2023 Q4	–	Sell	-4,122	Closed	-$225K	–	2368
2023 Q3	$225K	Buy	+4,122	New	+$228K	﹤0.01%	1931

Other funds holding EEMS

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's EEMS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q3 2026, closing a stake of 17,022 shares — an estimated $1.28M sold.

Wealth Enhancement Advisory Services first reported a position in EEMS in Q3 2023 and held it in 2 quarters. The position peaked at $1.28M in Q2 2026. 9 funds tracked by Wall St. Rank hold EEMS as of Q3 2026.

Wealth Enhancement Advisory Services reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 17,022 iShares MSCI Emerging Markets Small-Cap ETF shares in Q3 2026, an estimated $1.28M.
Wealth Enhancement Advisory Services first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2023 and held it in 2 quarters.
Wealth Enhancement Advisory Services's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $1.28M in Q2 2026.
9 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.