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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

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
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 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

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. 324 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.
  • 324 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.