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Bar Harbor Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bar Harbor Wealth Management’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 		$1.99M Buy
29,122
+548
+2% +$35.8K 0.11% 124
2026
Q1 		$1.62M Sell
28,574
-5
-0% -$294 0.09% 130
2025
Q4 		$1.56M Sell
28,579
-14
-0% -$761 0.09% 135
2025
Q3 		$1.53M Sell
28,593
-56
-0.2% -$2.81K 0.09% 135
2025
Q2 		$1.38M Sell
28,649
-99
-0.3% -$4.45K 0.09% 136
2025
Q1 		$1.26M Sell
28,748
-1,013
-3% -$44K 0.08% 134
2024
Q4 		$1.24M Sell
29,761
-625
-2% -$27.7K 0.08% 133
2024
Q3 		$1.39M Hold
30,386
– – 0.09% 136
2024
Q2 		$1.29M Sell
30,386
-25
-0.1% -$1.05K 0.09% 136
2024
Q1 		$1.25M Sell
30,411
-533
-2% -$21.2K 0.08% 141
2023
Q4 		$1.24M Sell
30,944
-580
-2% -$22.4K 0.09% 138
2023
Q3 		$1.2M Sell
31,524
-148
-0.5% -$5.86K 0.1% 139
2023
Q2 		$1.25M Sell
31,672
-294
-0.9% -$11.6K 0.1% 141
2023
Q1 		$1.26M Sell
31,966
-370
-1% -$14.7K 0.1% 137
2022
Q4 		$1.23M Sell
32,336
-15
-0% -$553 0.1% 141
2022
Q3 		$1.13M Sell
32,351
-518
-2% -$20.2K 0.1% 140
2022
Q2 		$1.32M Sell
32,869
-265
-0.8% -$11.1K 0.11% 140
2022
Q1 		$1.5M Sell
33,134
-590
-2% -$27.8K 0.13% 104
2021
Q4 		$1.65M Sell
33,724
-30
-0.1% -$1.51K 0.14% 105
2021
Q3 		$1.7M Sell
33,754
-303
-0.9% -$15.8K 0.16% 101
2021
Q2 		$1.88M Sell
34,057
-1,048
-3% -$56.9K 0.17% 98
2021
Q1 		$1.87M Sell
35,105
-75
-0.2% -$4.11K 0.18% 97
2020
Q4 		$1.82M Sell
35,180
-68
-0.2% -$3.27K 0.18% 101
2020
Q3 		$1.55M Sell
35,248
-788
-2% -$34.6K 0.17% 101
2020
Q2 		$1.44M Sell
36,036
-5,358
-13% -$201K 0.17% 103
2020
Q1 		$1.41M Sell
41,394
-5,224
-11% -$214K 0.19% 99
2019
Q4 		$2.09M Sell
46,618
-12,580
-21% -$540K 0.23% 92
2019
Q3 		$2.42M Sell
59,198
-1,958
-3% -$80.8K 0.28% 81
2019
Q2 		$2.62M Sell
61,156
-1,137
-2% -$48.3K 0.31% 76
2019
Q1 		$2.67M Sell
62,293
-1,373
-2% -$57.8K 0.32% 71
2018
Q4 		$2.49M Sell
63,666
-13,267
-17% -$531K 0.33% 72
2018
Q3 		$3.3M Sell
76,933
-8,279
-10% -$357K 0.37% 63
2018
Q2 		$3.69M Sell
85,212
-1,189
-1% -$55K 0.45% 54
2018
Q1 		$4.17M Sell
86,401
-2,289
-3% -$112K 0.51% 46
2017
Q4 		$4.18M Sell
88,690
-4,957
-5% -$229K 0.49% 47
2017
Q3 		$4.2M Sell
93,647
-12,156
-11% -$535K 0.51% 46
2017
Q2 		$4.38M Sell
105,803
-6,581
-6% -$268K 0.53% 45
2017
Q1 		$4.43M Sell
112,384
-34,771
-24% -$1.32M 0.52% 44
2016
Q4 		$5.15M Sell
147,155
-6,912
-4% -$249K 0.57% 43
2016
Q3 		$5.77M Sell
154,067
-1,926
-1% -$70.4K 0.65% 39
2016
Q2 		$5.36M Sell
155,993
-1,751
-1% -$58.8K 0.62% 40
2016
Q1 		$5.4M Buy
157,744
+2,257
+1% +$69.9K 0.66% 40
2015
Q4 		$5M Sell
155,487
-6,384
-4% -$219K 0.63% 41
2015
Q3 		$5.31M Sell
161,871
-2,382
-1% -$84.1K 0.7% 39
2015
Q2 		$6.51M Buy
164,253
+4,791
+3% +$200K 0.79% 34
2015
Q1 		$6.4M Buy
159,462
+4,524
+3% +$180K 0.78% 36
2014
Q4 		$6.09M Buy
154,938
+3,853
+3% +$157K 0.76% 35
2014
Q3 		$6.28M Sell
151,085
-4,926
-3% -$218K 0.81% 36
2014
Q2 		$6.74M Buy
156,011
+509
+0.3% +$21.6K 0.85% 34
2014
Q1 		$6.38M Buy
155,502
+657
+0.4% +$25.8K 0.82% 35
2013
Q4 		$6.47M Buy
154,845
+3,882
+3% +$163K 0.84% 33
2013
Q3 		$6.15M Buy
150,963
+3,742
+3% +$148K 0.86% 31
2013
Q2 		$5.67M Buy
+147,221
New +$6.11M 0.82% 33

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Bar Harbor Wealth Management's EEM Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.9% in Q2 2026, buying an estimated $35.8K and bringing the position to 29,122 shares worth $1.99M. The position accounts for 0.11% of the portfolio, ranked #124.

Bar Harbor Wealth Management first reported a position in EEM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.74M in Q2 2014. 291 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Bar Harbor Wealth Management held 29,122 shares of iShares MSCI Emerging Markets ETF worth $1.99M as of Q2 2026.
  • Bar Harbor Wealth Management bought 548 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $35.8K.
  • iShares MSCI Emerging Markets ETF made up 0.11% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Bar Harbor Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $6.74M in Q2 2014.
  • 291 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.