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Williams & Novak’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Williams & Novak’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 		$1.52M Sell
20,035
-229
-1% -$17.4K 1.01% 29
2026
Q1 		$1.41M Sell
20,264
-840
-4% -$59.7K 1.06% 26
2025
Q4 		$1.42M Buy
21,104
+115
+0.5% +$7.81K 1.07% 26
2025
Q3 		$1.43M Buy
20,989
+932
+5% +$61.6K 1.1% 25
2025
Q2 		$1.3M Sell
20,057
-958
-5% -$56.9K 1.11% 22
2025
Q1 		$1.19M Sell
21,015
-1,882
-8% -$107K 1.16% 27
2024
Q4 		$1.33M Sell
22,897
-467
-2% -$28.4K 1.28% 21
2024
Q3 		$1.49M Sell
23,364
-1,802
-7% -$111K 1.39% 21
2024
Q2 		$1.54M Buy
25,166
+823
+3% +$49.4K 1.43% 20
2024
Q1 		$1.41M Hold
24,343
– – 1.6% 21
2023
Q4 		$1.41M Buy
+24,343
New +$1.35M 1.6% 21

Other funds holding EEMS

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 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
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
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Williams & Novak's EEMS Position: Q2 2026 in Review

Williams & Novak reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 1.1% in Q2 2026, selling an estimated $17.4K and leaving 20,035 shares worth $1.52M. The position accounts for 1.01% of the portfolio, ranked #29.

Williams & Novak first reported a position in EEMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q2 2024. 18 funds tracked by Wall St. Rank hold EEMS as of Q2 2026.

  • Williams & Novak held 20,035 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $1.52M as of Q2 2026.
  • Williams & Novak sold 229 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2026, an estimated $17.4K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up 1.01% of Williams & Novak's portfolio in Q2 2026, its #29 holding.
  • Williams & Novak first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Williams & Novak's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $1.54M in Q2 2024.
  • 18 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.