Caldwell Sutter Capital’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Caldwell Sutter Capital’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	$80.7K	Sell	1,180 -226	-16%	-$14.8K	0.03%	332
2026 Q1	$79.8K	Hold	1,406	–	–	0.03%	322
2025 Q4	$76.9K	Hold	1,406	–	–	0.03%	304
2025 Q3	$75.1K	Buy	1,406 +120	+9%	+$6.03K	0.03%	316
2025 Q2	$62K	Hold	1,286	–	–	0.03%	326
2025 Q1	$56.2K	Hold	1,286	–	–	0.03%	340
2024 Q4	$53.8K	Buy	1,286 +5	+0.4%	+$222	0.03%	349
2024 Q3	$58.7K	Buy	1,281 +3	+0.2%	+$129	0.03%	337
2024 Q2	$54.4K	Buy	1,278 +8	+0.6%	+$336	0.03%	343
2024 Q1	$52.2K	Buy	1,270 +16	+1%	+$637	0.03%	344
2023 Q4	$50.4K	Buy	1,254 +900	+254%	+$34.7K	0.03%	331
2023 Q3	$13.4K	Buy	354 +20	+6%	+$792	0.01%	491
2023 Q2	$13.2K	Buy	+334	New	+$13.1K	0.01%	493

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

Caldwell Sutter Capital's EEM Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 16% in Q2 2026, selling an estimated $14.8K and leaving 1,180 shares worth $80.7K. The position accounts for 0.03% of the portfolio, ranked #332.

Caldwell Sutter Capital first reported a position in EEM in Q2 2023 and has held it in 13 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Caldwell Sutter Capital held 1,180 shares of iShares MSCI Emerging Markets ETF worth $80.7K as of Q2 2026.
Caldwell Sutter Capital sold 226 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $14.8K.
iShares MSCI Emerging Markets ETF made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #332 holding.
Caldwell Sutter Capital first reported a position in iShares MSCI Emerging Markets ETF in Q2 2023 and has held it in 13 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.