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Bannerman Wealth Management Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bannerman Wealth Management Group’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 		$939K Sell
13,724
-186
-1% -$12.1K 0.55% 18
2026
Q1 		$790K Sell
13,910
-1,113
-7% -$65.5K 0.53% 17
2025
Q4 		$822K Sell
15,023
-262
-2% -$14.2K 0.58% 17
2025
Q3 		$816K Sell
15,285
-647
-4% -$32.5K 0.6% 18
2025
Q2 		$769K Sell
15,932
-438
-3% -$19.7K 0.59% 19
2025
Q1 		$715K Sell
16,370
-384
-2% -$16.7K 0.58% 18
2024
Q4 		$701K Buy
+16,754
New +$742K 0.58% 18

Other funds holding EEM

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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

Bannerman Wealth Management Group's EEM Position: Q2 2026 in Review

Bannerman Wealth Management Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.3% in Q2 2026, selling an estimated $12.1K and leaving 13,724 shares worth $939K. The position accounts for 0.55% of the portfolio, ranked #18.

Bannerman Wealth Management Group first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. 787 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Bannerman Wealth Management Group held 13,724 shares of iShares MSCI Emerging Markets ETF worth $939K as of Q2 2026.
  • Bannerman Wealth Management Group sold 186 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $12.1K.
  • iShares MSCI Emerging Markets ETF made up 0.55% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #18 holding.
  • Bannerman Wealth Management Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 787 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.