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Bartlett & Co Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bartlett & Co 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
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

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Bartlett & Co Wealth Management's EEM Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.3% in Q1 2026, buying an estimated $27.6K and bringing the position to 38,058 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #192.

Bartlett & Co Wealth Management first reported a position in EEM in Q1 2018 and has held it in 33 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Bartlett & Co Wealth Management held 38,058 shares of iShares MSCI Emerging Markets ETF worth $2.44M as of Q1 2026.
  • Bartlett & Co Wealth Management bought 470 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $27.6K.
  • iShares MSCI Emerging Markets ETF made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #192 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and has held it in 33 quarters since.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.