Aegis Wealth Management (Maryland)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Aegis Wealth Management (Maryland)’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$686K	Sell	10,026 -15,436	-61%	-$1.01M	0.32%	68
2026 Q1	$1.45M	Sell	25,462 -5,221	-17%	-$307K	0.83%	36
2025 Q4	$1.68M	Sell	30,683 -8,496	-22%	-$462K	0.95%	29
2025 Q3	$2.09M	Buy	39,179 +34,086	+669%	+$1.71M	1.12%	28
2025 Q2	$223K	Sell	5,093 -3,500	-41%	-$157K	0.13%	109
2025 Q1	$376K	Buy	8,593 +3,500	+69%	+$152K	0.22%	74
2024 Q4	$213K	Buy	+5,093	New	+$226K	0.14%	104

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s EEM Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 61% in Q2 2026, selling an estimated $1.01M and leaving 10,026 shares worth $686K. The position accounts for 0.32% of the portfolio, ranked #68.

Aegis Wealth Management (Maryland) first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.09M in Q3 2025. 1,643 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Aegis Wealth Management (Maryland) held 10,026 shares of iShares MSCI Emerging Markets ETF worth $686K as of Q2 2026.
Aegis Wealth Management (Maryland) sold 15,436 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.01M.
iShares MSCI Emerging Markets ETF made up 0.32% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #68 holding.
Aegis Wealth Management (Maryland) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s iShares MSCI Emerging Markets ETF position peaked at $2.09M in Q3 2025.
1,643 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.