Birch Hill Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Birch Hill Investment Advisors’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	$3.1M	Buy	45,267 +1,030	+2%	+$67.3K	0.13%	70
2026 Q1	$2.51M	Buy	44,237 +70	+0.2%	+$4.12K	0.11%	78
2025 Q4	$2.42M	Buy	44,167 +6,300	+17%	+$343K	0.1%	76
2025 Q3	$2.02M	Sell	37,867 -14	-0%	-$703	0.09%	83
2025 Q2	$1.83M	Sell	37,881 -8	-0%	-$360	0.08%	84
2025 Q1	$1.66M	Buy	37,889 +110	+0.3%	+$4.78K	0.08%	90
2024 Q4	$1.58M	Sell	37,779 -170	-0.4%	-$7.53K	0.07%	94
2024 Q3	$1.74M	Buy	37,949 +20	+0.1%	+$862	0.08%	90
2024 Q2	$1.62M	Hold	37,929	–	–	0.08%	88
2024 Q1	$1.56M	Sell	37,929 -2,771	-7%	-$110K	0.08%	92
2023 Q4	$1.64M	Sell	40,700 -1,330	-3%	-$51.4K	0.09%	85
2023 Q3	$1.6M	Sell	42,030 -935	-2%	-$37K	0.1%	83
2023 Q2	$1.7M	Sell	42,965 -2,000	-4%	-$78.7K	0.1%	81
2023 Q1	$1.77M	Sell	44,965 -2,822	-6%	-$112K	0.11%	79
2022 Q4	$1.81M	Sell	47,787 -4,360	-8%	-$161K	0.12%	76
2022 Q3	$1.82M	Sell	52,147 -4,001	-7%	-$156K	0.12%	76
2022 Q2	$2.25M	Sell	56,148 -2,149	-4%	-$90.2K	0.14%	70
2022 Q1	$2.63M	Sell	58,297 -388	-0.7%	-$18.3K	0.14%	72
2021 Q4	$2.87M	Sell	58,685 -434	-0.7%	-$21.8K	0.14%	72
2021 Q3	$2.98M	Sell	59,119 -801	-1%	-$41.7K	0.16%	71
2021 Q2	$3.31M	Sell	59,920 -293	-0.5%	-$15.9K	0.18%	68
2021 Q1	$3.21M	Sell	60,213 -788	-1%	-$43.1K	0.18%	68
2020 Q4	$3.15M	Sell	61,001 -44	-0.1%	-$2.12K	0.19%	61
2020 Q3	$2.69M	Sell	61,045 -1,400	-2%	-$61.4K	0.18%	59
2020 Q2	$2.5M	Sell	62,445 -4,999	-7%	-$187K	0.18%	61
2020 Q1	$2.3M	Buy	67,444 +3,595	+6%	+$147K	0.2%	56
2019 Q4	$2.87M	Buy	63,849 +2,960	+5%	+$127K	0.19%	58
2019 Q3	$2.49M	Sell	60,889 -1,540	-2%	-$63.6K	0.18%	61
2019 Q2	$2.68M	Buy	62,429 +920	+1%	+$39.1K	0.2%	62
2019 Q1	$2.64M	Sell	61,509 -7,009	-10%	-$295K	0.2%	64
2018 Q4	$2.68M	Buy	68,518 +12,678	+23%	+$508K	0.23%	60
2018 Q3	$2.4M	Buy	55,840 +1,000	+2%	+$43.2K	0.18%	70
2018 Q2	$2.38M	Sell	54,840 -365	-0.7%	-$16.9K	0.19%	67
2018 Q1	$2.67M	Buy	55,205 +1,000	+2%	+$49K	0.22%	59
2017 Q4	$2.55M	Buy	54,205 +5,080	+10%	+$235K	0.21%	59
2017 Q3	$2.2M	Buy	49,125 +2,994	+6%	+$132K	0.19%	61
2017 Q2	$1.91M	Sell	46,131 -35	-0.1%	-$1.43K	0.17%	63
2017 Q1	$1.82M	Sell	46,166 -1,060	-2%	-$40.3K	0.16%	65
2016 Q4	$1.65M	Sell	47,226 -1,630	-3%	-$58.8K	0.15%	66
2016 Q3	$1.83M	Buy	48,856 +7,900	+19%	+$289K	0.17%	64
2016 Q2	$1.41M	Sell	40,956 -1,259	-3%	-$42.3K	0.14%	66
2016 Q1	$1.45M	Sell	42,215 -93	-0.2%	-$2.88K	0.15%	65
2015 Q4	$1.36M	Sell	42,308 -2,400	-5%	-$82.3K	0.14%	67
2015 Q3	$1.47M	Sell	44,708 -28,943	-39%	-$1.02M	0.16%	67
2015 Q2	$2.92M	Buy	73,651 +645	+0.9%	+$27K	0.3%	58
2015 Q1	$2.93M	Sell	73,006 -979	-1%	-$38.9K	0.3%	60
2014 Q4	$2.91M	Sell	73,985 -751	-1%	-$30.5K	0.29%	59
2014 Q3	$3.11M	Buy	74,736 +1,920	+3%	+$84.9K	0.32%	55
2014 Q2	$3.15M	Sell	72,816 -1,177	-2%	-$50K	0.33%	54
2014 Q1	$3.03M	Sell	73,993 -4,625	-6%	-$181K	0.33%	57
2013 Q4	$3.29M	Buy	78,618 +1,603	+2%	+$67.1K	0.35%	59
2013 Q3	$3.14M	Sell	77,015 -5,271	-6%	-$209K	0.37%	58
2013 Q2	$3.17M	Buy	+82,286	New	+$3.41M	0.4%	56

Other funds holding EEM

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

Birch Hill Investment Advisors's EEM Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 2.3% in Q2 2026, buying an estimated $67.3K and bringing the position to 45,267 shares worth $3.1M. The position accounts for 0.13% of the portfolio, ranked #70.

Birch Hill Investment Advisors first reported a position in EEM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.31M in Q2 2021. 896 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Birch Hill Investment Advisors held 45,267 shares of iShares MSCI Emerging Markets ETF worth $3.1M as of Q2 2026.
Birch Hill Investment Advisors bought 1,030 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $67.3K.
iShares MSCI Emerging Markets ETF made up 0.13% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #70 holding.
Birch Hill Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
Birch Hill Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $3.31M in Q2 2021.
896 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.