Bartlett & Co Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.59M | Sell |
37,874
-184
| -0.5% | -$12K | 0.03% | 190 |
|
|
2026
Q1 | $2.44M | Buy |
38,058
+470
| +1% | +$27.6K | 0.03% | 192 |
|
|
2025
Q4 | $2.06M | Sell |
37,588
-150
| -0.4% | -$8.16K | 0.03% | 202 |
|
|
2025
Q3 | $2.02M | Buy |
37,738
+715
| +2% | +$35.9K | 0.03% | 202 |
|
|
2025
Q2 | $1.79M | Buy |
37,023
+2,390
| +7% | +$107K | 0.02% | 207 |
|
|
2025
Q1 | $1.51M | Buy |
34,633
+2,800
| +9% | +$122K | 0.02% | 217 |
|
|
2024
Q4 | $1.33M | Hold |
31,833
| – | – | 0.02% | 231 |
|
|
2024
Q3 | $1.46M | Sell |
31,833
-200
| -0.6% | -$8.62K | 0.02% | 221 |
|
|
2024
Q2 | $1.36M | Hold |
32,033
| – | – | 0.02% | 224 |
|
|
2024
Q1 | $1.32M | Sell |
32,033
-500
| -2% | -$19.9K | 0.02% | 240 |
|
|
2023
Q4 | $1.31M | Hold |
32,533
| – | – | 0.02% | 249 |
|
|
2023
Q3 | $1.23M | Sell |
32,533
-7,495
| -19% | -$297K | 0.02% | 237 |
|
|
2023
Q2 | $1.58M | Buy |
40,028
+582
| +1% | +$22.9K | 0.03% | 221 |
|
|
2023
Q1 | $1.56M | Hold |
39,446
| – | – | 0.03% | 192 |
|
|
2022
Q4 | $1.5M | Buy |
39,446
+5,536
| +16% | +$204K | 0.03% | 197 |
|
|
2022
Q3 | $1.18M | Hold |
33,910
| – | – | 0.03% | 204 |
|
|
2022
Q2 | $1.36M | Sell |
33,910
-1,442
| -4% | -$60.5K | 0.03% | 193 |
|
|
2022
Q1 | $1.6M | Buy |
35,352
+1,642
| +5% | +$77.5K | 0.03% | 191 |
|
|
2021
Q4 | $1.65M | Buy |
33,710
+1,800
| +6% | +$90.6K | 0.03% | 196 |
|
|
2021
Q3 | $1.61M | Buy |
31,910
+1,562
| +5% | +$81.3K | 0.03% | 181 |
|
|
2021
Q2 | $1.67M | Buy |
30,348
+175
| +0.6% | +$9.51K | 0.03% | 183 |
|
|
2021
Q1 | $1.61M | Sell |
30,173
-300
| -1% | -$16.4K | 0.03% | 181 |
|
|
2020
Q4 | $1.57M | Sell |
30,473
-65
| -0.2% | -$3.13K | 0.03% | 179 |
|
|
2020
Q3 | $1.35M | Buy |
30,538
+867
| +3% | +$38K | 0.03% | 181 |
|
|
2020
Q2 | $1.19M | Buy |
29,671
+1,005
| +4% | +$37.6K | 0.03% | 188 |
|
|
2020
Q1 | $978K | Sell |
28,666
-115
| -0.4% | -$4.72K | 0.03% | 192 |
|
|
2019
Q4 | $1.29M | Buy |
28,781
+3,550
| +14% | +$152K | 0.03% | 192 |
|
|
2019
Q3 | $1.03M | Buy |
25,231
+1,675
| +7% | +$69.2K | 0.03% | 202 |
|
|
2019
Q2 | $1.01M | Hold |
23,556
| – | – | 0.04% | 169 |
|
|
2019
Q1 | $1.01M | Sell |
23,556
-572
| -2% | -$24.1K | 0.04% | 164 |
|
|
2018
Q4 | $942K | Buy |
24,128
+1,070
| +5% | +$42.9K | 0.04% | 165 |
|
|
2018
Q3 | $990K | Buy |
23,058
+300
| +1% | +$12.9K | 0.04% | 165 |
|
|
2018
Q2 | $986K | Buy |
22,758
+300
| +1% | +$13.9K | 0.04% | 161 |
|
|
2018
Q1 | $1.08M | Buy |
+22,458
| New | +$1.1M | 0.04% | 155 |
|
Other funds holding EEM
Bartlett & Co Wealth Management's EEM Position: Q2 2026 in Review
Bartlett & Co Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.48% in Q2 2026, selling an estimated $12K and leaving 37,874 shares worth $2.59M. The position accounts for 0.03% of the portfolio, ranked #190.
Bartlett & Co Wealth Management first reported a position in EEM in Q1 2018 and has held it in 34 quarters since. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.
- Bartlett & Co Wealth Management held 37,874 shares of iShares MSCI Emerging Markets ETF worth $2.59M as of Q2 2026.
- Bartlett & Co Wealth Management sold 184 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $12K.
- iShares MSCI Emerging Markets ETF made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #190 holding.
- Bartlett & Co Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and has held it in 34 quarters since.
- 1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.