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BSW Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

BSW Wealth Partners’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 		$2.56M Sell
37,381
-966
-3% -$63.1K 0.28% 57
2026
Q1 		$2.18M Sell
38,347
-583
-1% -$34.3K 0.27% 56
2025
Q4 		$2.13M Sell
38,930
-155
-0.4% -$8.43K 0.26% 55
2025
Q3 		$2.09M Sell
39,085
-1,425
-4% -$71.6K 0.26% 56
2025
Q2 		$1.95M Sell
40,510
-6,974
-15% -$314K 0.27% 54
2025
Q1 		$2.08M Sell
47,484
-8,042
-14% -$349K 0.32% 49
2024
Q4 		$2.32M Buy
55,526
+7,020
+14% +$311K 0.34% 44
2024
Q3 		$2.22M Hold
48,506
– – 0.33% 43
2024
Q2 		$2.07M Sell
48,506
-9,409
-16% -$395K 0.34% 43
2024
Q1 		$2.38M Sell
57,915
-5,833
-9% -$232K 0.4% 41
2023
Q4 		$2.56M Buy
63,748
+4,312
+7% +$166K 0.51% 32
2023
Q3 		$2.26M Sell
59,436
-766
-1% -$30.3K 0.5% 32
2023
Q2 		$2.38M Sell
60,202
-1,059
-2% -$41.6K 0.5% 32
2023
Q1 		$2.42M Sell
61,261
-452
-0.7% -$18K 0.5% 32
2022
Q4 		$2.34M Sell
61,713
-16,376
-21% -$604K 0.5% 34
2022
Q3 		$2.72M Buy
78,089
+183
+0.2% +$7.14K 0.67% 21
2022
Q2 		$3.12M Sell
77,906
-15,631
-17% -$656K 0.75% 19
2022
Q1 		$4.22M Sell
93,537
-850
-0.9% -$40.1K 1.07% 14
2021
Q4 		$4.61M Sell
94,387
-1,035
-1% -$52.1K 1.16% 15
2021
Q3 		$4.81M Sell
95,422
-469
-0.5% -$24.4K 1.34% 12
2021
Q2 		$5.29M Sell
95,891
-1,939
-2% -$105K 1.45% 12
2021
Q1 		$5.22M Sell
97,830
-3,655
-4% -$200K 1.51% 12
2020
Q4 		$5.24M Buy
101,485
+181
+0.2% +$8.7K 1.61% 12
2020
Q3 		$4.47M Sell
101,304
-1,761
-2% -$77.3K 1.68% 12
2020
Q2 		$4.12M Buy
103,065
+4,075
+4% +$153K 1.38% 15
2020
Q1 		$3.38M Sell
98,990
-1,601
-2% -$65.7K 1.4% 16
2019
Q4 		$4.51M Sell
100,591
-1,980
-2% -$85K 1.54% 17
2019
Q3 		$4.19M Sell
102,571
-850
-0.8% -$35.1K 1.61% 17
2019
Q2 		$4.44M Sell
103,421
-4,477
-4% -$190K 1.68% 17
2019
Q1 		$4.63M Sell
107,898
-4,817
-4% -$203K 1.83% 16
2018
Q4 		$4.4M Sell
112,715
-1,771
-2% -$70.9K 1.66% 19
2018
Q3 		$4.91M Buy
114,486
+2,922
+3% +$126K 1.87% 12
2018
Q2 		$4.83M Buy
111,564
+406
+0.4% +$18.8K 2.09% 11
2018
Q1 		$5.37M Sell
111,158
-8,027
-7% -$394K 2.4% 9
2017
Q4 		$5.62M Sell
119,185
-1,139
-0.9% -$52.7K 2.34% 9
2017
Q3 		$5.39M Sell
120,324
-9,707
-7% -$427K 2.35% 9
2017
Q2 		$5.38M Sell
130,031
-4,479
-3% -$182K 2.45% 9
2017
Q1 		$5.3M Sell
134,510
-693
-0.5% -$26.3K 2.62% 9
2016
Q4 		$4.73M Buy
135,203
+123,797
+1,085% +$4.47M 2.47% 10
2016
Q3 		$305K Sell
11,406
-302,079
-96% -$11M 10.51% 2
2016
Q2 		$10.8M Buy
313,485
+87,124
+38% +$2.93M 5.92% 4
2016
Q1 		$7.75M Buy
226,361
+144,998
+178% +$4.49M 4.37% 6
2015
Q4 		$2.62M Sell
81,363
-40,424
-33% -$1.39M 1.31% 13
2015
Q3 		$3.99M Buy
+121,787
New +$4.3M 2.38% 8
2014
Q4 		– Sell
-8,038
Closed -$334K – 56
2014
Q3 		$334K Buy
+8,038
New +$355K 0.26% 39
2013
Q3 		– Sell
-247,324
Closed -$9.52M – 47
2013
Q2 		$9.52M Buy
+247,324
New +$10.3M 8.36% 3

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
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

BSW Wealth Partners's EEM Position: Q2 2026 in Review

BSW Wealth Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.5% in Q2 2026, selling an estimated $63.1K and leaving 37,381 shares worth $2.56M. The position accounts for 0.28% of the portfolio, ranked #57.

BSW Wealth Partners first reported a position in EEM in Q2 2013 and has held it in 46 quarters since. The position peaked at $10.8M in Q2 2016. 291 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • BSW Wealth Partners held 37,381 shares of iShares MSCI Emerging Markets ETF worth $2.56M as of Q2 2026.
  • BSW Wealth Partners sold 966 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $63.1K.
  • iShares MSCI Emerging Markets ETF made up 0.28% of BSW Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • BSW Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 46 quarters since.
  • BSW Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $10.8M in Q2 2016.
  • 291 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.