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Atwood & Palmer’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Atwood & Palmer’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 		$308K Hold
4,499
– – 0.02% 143
2026
Q1 		$255K Sell
4,499
-124
-3% -$7.29K 0.01% 149
2025
Q4 		$253K Hold
4,623
– – 0.01% 141
2025
Q3 		$247K Hold
4,623
– – 0.01% 147
2025
Q2 		$223K Sell
4,623
-167
-3% -$7.51K 0.01% 147
2025
Q1 		$209K Sell
4,790
-300
-6% -$13K 0.01% 148
2024
Q4 		$213K Hold
5,090
– – 0.01% 142
2024
Q3 		$233K Hold
5,090
– – 0.02% 140
2024
Q2 		$217K Hold
5,090
– – 0.02% 139
2024
Q1 		$209K Hold
5,090
– – 0.02% 147
2023
Q4 		$205K Hold
5,090
– – 0.02% 146
2023
Q3 		$193K Sell
5,090
-625
-11% -$24.7K 0.02% 142
2023
Q2 		$226K Sell
5,715
-125
-2% -$4.92K 0.02% 140
2023
Q1 		$230K Hold
5,840
– – 0.02% 132
2022
Q4 		$221K Sell
5,840
-227,906
-98% -$8.41M 0.02% 141
2022
Q3 		$8.15M Sell
233,746
-11,737
-5% -$458K 0.81% 47
2022
Q2 		$9.84M Sell
245,483
-89,259
-27% -$3.74M 0.96% 42
2022
Q1 		$15.1M Sell
334,742
-5,750
-2% -$271K 1.31% 35
2021
Q4 		$16.6M Sell
340,492
-9,338
-3% -$470K 1.39% 30
2021
Q3 		$17.6M Sell
349,830
-1,245
-0.4% -$64.8K 1.57% 28
2021
Q2 		$19.4M Buy
351,075
+447
+0.1% +$24.3K 1.74% 25
2021
Q1 		$18.7M Sell
350,628
-1,050
-0.3% -$57.5K 1.8% 24
2020
Q4 		$18.2M Sell
351,678
-450
-0.1% -$21.6K 1.95% 20
2020
Q3 		$15.5M Sell
352,128
-24,491
-7% -$1.07M 1.96% 21
2020
Q2 		$15.1M Buy
376,619
+53,515
+17% +$2M 2.04% 21
2020
Q1 		$11M Buy
323,104
+33,100
+11% +$1.36M 1.73% 22
2019
Q4 		$13M Sell
290,004
-15,419
-5% -$662K 1.67% 24
2019
Q3 		$12.5M Buy
305,423
+2,850
+0.9% +$118K 1.68% 25
2019
Q2 		$13M Buy
302,573
+1,788
+0.6% +$75.9K 1.75% 22
2019
Q1 		$12.9M Buy
300,785
+1,070
+0.4% +$45K 1.83% 20
2018
Q4 		$11.7M Buy
+299,715
New +$12M 1.86% 21

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
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
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
HH
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atwood & Palmer's EEM Position: Q2 2026 in Review

Atwood & Palmer held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 4,499 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #143.

Atwood & Palmer first reported a position in EEM in Q4 2018 and has held it in 31 quarters since. The position peaked at $19.4M in Q2 2021. 508 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Atwood & Palmer held 4,499 shares of iShares MSCI Emerging Markets ETF worth $308K as of Q2 2026.
  • Atwood & Palmer left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.02% of Atwood & Palmer's portfolio in Q2 2026, its #143 holding.
  • Atwood & Palmer first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
  • Atwood & Palmer's iShares MSCI Emerging Markets ETF position peaked at $19.4M in Q2 2021.
  • 508 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

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