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

Baldwin Wealth 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	$354K	Hold	5,179	–	–	0.02%	173
2026 Q1	$294K	Hold	5,179	–	–	0.02%	183
2025 Q4	$283K	Buy	+5,179	New	+$282K	0.02%	206
2024 Q4	–	Sell	-247	Closed	-$11.3K	–	461
2024 Q3	$11.3K	Hold	247	–	–	﹤0.01%	777
2024 Q2	$10.5K	Buy	247 +47	+24%	+$1.97K	﹤0.01%	538
2024 Q1	$8.22K	Hold	200	–	–	﹤0.01%	569
2023 Q4	$8.04K	Hold	200	–	–	﹤0.01%	592
2023 Q3	$7.59K	Hold	200	–	–	﹤0.01%	595
2023 Q2	$7.91K	Hold	200	–	–	﹤0.01%	613
2023 Q1	$7.89K	Hold	200	–	–	﹤0.01%	638
2022 Q4	$7.58K	Buy	+200	New	+$7.38K	﹤0.01%	630
2022 Q2	–	Sell	-317	Closed	-$14K	–	690
2022 Q1	$14K	Hold	317	–	–	﹤0.01%	510
2021 Q4	$15K	Hold	317	–	–	﹤0.01%	470
2021 Q3	$16K	Hold	317	–	–	﹤0.01%	472
2021 Q2	$17K	Hold	317	–	–	﹤0.01%	479
2021 Q1	$17K	Hold	317	–	–	﹤0.01%	474
2020 Q4	$16K	Hold	317	–	–	﹤0.01%	419
2020 Q3	$14K	Hold	317	–	–	﹤0.01%	411
2020 Q2	$13K	Hold	317	–	–	﹤0.01%	415
2020 Q1	$11K	Sell	317 -5,030	-94%	-$206K	﹤0.01%	419
2019 Q4	$240K	Buy	5,347 +192	+4%	+$8.24K	0.03%	165
2019 Q3	$211K	Sell	5,155 -6,300	-55%	-$260K	0.03%	167
2019 Q2	$491K	Sell	11,455 -4,899	-30%	-$208K	0.07%	123
2019 Q1	$702K	Buy	16,354 +5,024	+44%	+$211K	0.1%	103
2018 Q4	$443K	Hold	11,330	–	–	0.07%	126
2018 Q3	$486K	Buy	+11,330	New	+$489K	0.07%	131
2017 Q2	–	Sell	-1,926	Closed	-$76K	–	483
2017 Q1	$76K	Sell	1,926 -214	-10%	-$8.13K	0.01%	263
2016 Q4	$75K	Sell	2,140 -1,205	-36%	-$43.5K	0.01%	258
2016 Q3	$125K	Sell	3,345 -790	-19%	-$28.9K	0.02%	206
2016 Q2	$142K	Buy	4,135 +1,205	+41%	+$40.5K	0.03%	184
2016 Q1	$100K	Buy	+2,930	New	+$90.8K	0.02%	240

Other funds holding EEM

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Baldwin Wealth Partners's EEM Position: Q2 2026 in Review

Baldwin Wealth Partners held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 5,179 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #173.

Baldwin Wealth Partners first reported a position in EEM in Q1 2016 and has held it in 31 quarters since. The position peaked at $702K in Q1 2019. 755 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Baldwin Wealth Partners held 5,179 shares of iShares MSCI Emerging Markets ETF worth $354K as of Q2 2026.
Baldwin Wealth Partners left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #173 holding.
Baldwin Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q1 2016 and has held it in 31 quarters since.
Baldwin Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $702K in Q1 2019.
755 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.