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

Canopy 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	$583K	Sell	8,515 -158	-2%	-$10.3K	0.18%	112
2026 Q1	$493K	Sell	8,673 -4,385	-34%	-$258K	0.17%	111
2025 Q4	$714K	Hold	13,058	–	–	0.23%	82
2025 Q3	$697K	Hold	13,058	–	–	0.23%	82
2025 Q2	$630K	Sell	13,058 -282	-2%	-$12.7K	0.23%	90
2025 Q1	$583K	Sell	13,340 -46	-0.3%	-$2K	0.23%	91
2024 Q4	$560K	Hold	13,386	–	–	0.21%	95
2024 Q3	$614K	Sell	13,386 -1,080	-7%	-$46.6K	0.26%	82
2024 Q2	$616K	Buy	14,466 +612	+4%	+$25.7K	0.29%	82
2024 Q1	$569K	Sell	13,854 -1,786	-11%	-$71.1K	0.28%	80
2023 Q4	$629K	Buy	+15,640	New	+$604K	0.38%	63

Other funds holding EEM

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

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

HHGA

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canopy Partners's EEM Position: Q2 2026 in Review

Canopy Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.8% in Q2 2026, selling an estimated $10.3K and leaving 8,515 shares worth $583K. The position accounts for 0.18% of the portfolio, ranked #112.

Canopy Partners first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $714K in Q4 2025. 471 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Canopy Partners held 8,515 shares of iShares MSCI Emerging Markets ETF worth $583K as of Q2 2026.
Canopy Partners sold 158 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $10.3K.
iShares MSCI Emerging Markets ETF made up 0.18% of Canopy Partners's portfolio in Q2 2026, its #112 holding.
Canopy Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's iShares MSCI Emerging Markets ETF position peaked at $714K in Q4 2025.
471 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.