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

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

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. 1,650 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.
1,650 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.