Boltwood Capital Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Boltwood Capital 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	$804K	Sell	11,753 -50	-0.4%	-$3.27K	0.18%	106
2026 Q1	$670K	Buy	11,803 +5	+0%	+$294	0.17%	108
2025 Q4	$645K	Sell	11,798 -75	-0.6%	-$4.08K	0.17%	113
2025 Q3	$634K	Sell	11,873 -50	-0.4%	-$2.51K	0.17%	113
2025 Q2	$575K	Buy	11,923 +25	+0.2%	+$1.12K	0.16%	115
2025 Q1	$520K	Buy	11,898 +560	+5%	+$24.3K	0.16%	116
2024 Q4	$474K	Hold	11,338	–	–	0.14%	120
2024 Q3	$520K	Buy	11,338 +50	+0.4%	+$2.16K	0.15%	113
2024 Q2	$481K	Buy	11,288 +25	+0.2%	+$1.05K	0.15%	115
2024 Q1	$463K	Buy	11,263 +85	+0.8%	+$3.38K	0.14%	120
2023 Q4	$449K	Sell	11,178 -1,065	-9%	-$41.1K	0.15%	119
2023 Q3	$465K	Sell	12,243 -490	-4%	-$19.4K	0.17%	105
2023 Q2	$504K	Buy	12,733 +800	+7%	+$31.5K	0.18%	106
2023 Q1	$471K	Buy	11,933 +1,085	+10%	+$43.1K	0.18%	109
2022 Q4	$411K	Buy	10,848 +2,675	+33%	+$98.7K	0.17%	109
2022 Q3	$285K	Sell	8,173 -76	-0.9%	-$2.97K	0.13%	126
2022 Q2	$331K	Sell	8,249 -249	-3%	-$10.4K	0.14%	123
2022 Q1	$384K	Buy	8,498 +575	+7%	+$27.1K	0.15%	124
2021 Q4	$387K	Sell	7,923 -10,250	-56%	-$516K	0.14%	121
2021 Q3	$916K	Buy	18,173 +10,325	+132%	+$537K	0.37%	84
2021 Q2	$433K	Hold	7,848	–	–	0.18%	117
2021 Q1	$419K	Hold	7,848	–	–	0.19%	113
2020 Q4	$406K	Hold	7,848	–	–	0.2%	111
2020 Q3	$346K	Hold	7,848	–	–	0.19%	110
2020 Q2	$314K	Buy	+7,848	New	+$294K	0.19%	110
2018 Q4	–	Sell	-4,691	Closed	-$201K	–	127
2018 Q3	$201K	Hold	4,691	–	–	0.12%	130
2018 Q2	$203K	Buy	4,691 +100	+2%	+$4.63K	0.13%	125
2018 Q1	$221K	Hold	4,591	–	–	0.15%	116
2017 Q4	$216K	Hold	4,591	–	–	0.13%	119
2017 Q3	$205K	Buy	+4,591	New	+$202K	0.13%	115

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

Boltwood Capital Management's EEM Position: Q2 2026 in Review

Boltwood Capital Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.42% in Q2 2026, selling an estimated $3.27K and leaving 11,753 shares worth $804K. The position accounts for 0.18% of the portfolio, ranked #106.

Boltwood Capital Management first reported a position in EEM in Q3 2017 and has held it in 30 quarters since. The position peaked at $916K in Q3 2021. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Boltwood Capital Management held 11,753 shares of iShares MSCI Emerging Markets ETF worth $804K as of Q2 2026.
Boltwood Capital Management sold 50 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.27K.
iShares MSCI Emerging Markets ETF made up 0.18% of Boltwood Capital Management's portfolio in Q2 2026, its #106 holding.
Boltwood Capital Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2017 and has held it in 30 quarters since.
Boltwood Capital Management's iShares MSCI Emerging Markets ETF position peaked at $916K in Q3 2021.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.