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

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

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. 1,654 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.
1,654 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.