Appleton Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Appleton Partners’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	$1.08M	Sell	15,726 -910	-5%	-$59.4K	0.07%	145
2026 Q1	$945K	Sell	16,636 -200	-1%	-$11.8K	0.07%	142
2025 Q4	$921K	Sell	16,836 -1,060	-6%	-$57.6K	0.06%	145
2025 Q3	$956K	Sell	17,896 -50	-0.3%	-$2.51K	0.06%	140
2025 Q2	$866K	Sell	17,946 -200	-1%	-$8.99K	0.06%	141
2025 Q1	$793K	Sell	18,146 -1,188	-6%	-$51.6K	0.06%	146
2024 Q4	$809K	Buy	19,334 +2,824	+17%	+$125K	0.06%	141
2024 Q3	$757K	Sell	16,510 -2,110	-11%	-$91K	0.06%	147
2024 Q2	$793K	Sell	18,620 -371	-2%	-$15.6K	0.06%	142
2024 Q1	$780K	Sell	18,991 -909	-5%	-$36.2K	0.06%	149
2023 Q4	$800K	Sell	19,900 -1,195	-6%	-$46.1K	0.06%	150
2023 Q3	$801K	Sell	21,095 -67	-0.3%	-$2.65K	0.07%	150
2023 Q2	$837K	Sell	21,162 -148	-0.7%	-$5.82K	0.07%	153
2023 Q1	$841K	Sell	21,310 -65	-0.3%	-$2.58K	0.07%	164
2022 Q4	$810K	Buy	21,375 +1,950	+10%	+$71.9K	0.08%	165
2022 Q3	$678K	Sell	19,425 -1,150	-6%	-$44.9K	0.07%	176
2022 Q2	$825K	Sell	20,575 -225	-1%	-$9.44K	0.08%	160
2022 Q1	$939K	Sell	20,800 -75	-0.4%	-$3.54K	0.08%	162
2021 Q4	$1.02M	Buy	20,875 +60	+0.3%	+$3.02K	0.08%	163
2021 Q3	$1.05M	Sell	20,815 -13	-0.1%	-$677	0.09%	155
2021 Q2	$1.15M	Sell	20,828 -137	-0.7%	-$7.44K	0.1%	146
2021 Q1	$1.12M	Sell	20,965 -606	-3%	-$33.2K	0.1%	144
2020 Q4	$1.11M	Sell	21,571 -3,665	-15%	-$176K	0.11%	137
2020 Q3	$1.11M	Sell	25,236 -2,159	-8%	-$94.7K	0.12%	132
2020 Q2	$1.1M	Sell	27,395 -5,954	-18%	-$223K	0.13%	130
2020 Q1	$1.14M	Sell	33,349 -840	-2%	-$34.5K	0.16%	123
2019 Q4	$1.53M	Sell	34,189 -210	-0.6%	-$9.01K	0.17%	126
2019 Q3	$1.41M	Sell	34,399 -530	-2%	-$21.9K	0.17%	124
2019 Q2	$1.5M	Buy	34,929 +915	+3%	+$38.8K	0.19%	122
2019 Q1	$1.46M	Sell	34,014 -25	-0.1%	-$1.05K	0.19%	121
2018 Q4	$1.33M	Sell	34,039 -4,679	-12%	-$187K	0.2%	118
2018 Q3	$1.66M	Sell	38,718 -1,962	-5%	-$84.7K	0.22%	111
2018 Q2	$1.76M	Buy	40,680 +1,497	+4%	+$69.3K	0.25%	98
2018 Q1	$1.89M	Buy	39,183 +3,832	+11%	+$188K	0.29%	95
2017 Q4	$1.67M	Buy	35,351 +4,358	+14%	+$202K	0.26%	97
2017 Q3	$1.39M	Buy	30,993 +869	+3%	+$38.3K	0.23%	98
2017 Q2	$1.25M	Buy	30,124 +2,680	+10%	+$109K	0.21%	111
2017 Q1	$1.08M	Buy	+27,444	New	+$1.04M	0.2%	112

Other funds holding EEM

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

Appleton Partners's EEM Position: Q2 2026 in Review

Appleton Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 5.5% in Q2 2026, selling an estimated $59.4K and leaving 15,726 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #145.

Appleton Partners first reported a position in EEM in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.89M in Q1 2018. 389 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Appleton Partners held 15,726 shares of iShares MSCI Emerging Markets ETF worth $1.08M as of Q2 2026.
Appleton Partners sold 910 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $59.4K.
iShares MSCI Emerging Markets ETF made up 0.07% of Appleton Partners's portfolio in Q2 2026, its #145 holding.
Appleton Partners first reported a position in iShares MSCI Emerging Markets ETF in Q1 2017 and has held it in 38 quarters since.
Appleton Partners's iShares MSCI Emerging Markets ETF position peaked at $1.89M in Q1 2018.
389 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.