Wealthspire Advisors (New York)’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-210	Closed	-$14.2K	–	1547
2025 Q3	$14.2K	Buy	+210	New	+$13.9K	﹤0.01%	1852

Other funds holding EEMS

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

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

HAC

Harbor Advisory Corp Portsmouth, New Hampshire $333M AUM 20.54% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s EEMS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q4 2025, closing a stake of 210 shares — an estimated $14.2K sold.

Wealthspire Advisors (New York) first reported a position in EEMS in Q3 2025 and held it in 1 quarter. The position peaked at $14.2K in Q3 2025. 113 funds tracked by Wall St. Rank hold EEMS as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 210 iShares MSCI Emerging Markets Small-Cap ETF shares in Q4 2025, an estimated $14.2K.
Wealthspire Advisors (New York) first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s iShares MSCI Emerging Markets Small-Cap ETF position peaked at $14.2K in Q3 2025.
113 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.