Cherry Tree Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Cherry Tree Wealth 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 Q1	$153K	Hold	2,689	–	–	0.03%	180
2025 Q4	$147K	Hold	2,689	–	–	0.03%	187
2025 Q3	$144K	Hold	2,689	–	–	0.03%	188
2025 Q2	$130K	Hold	2,689	–	–	0.03%	194
2025 Q1	$118K	Hold	2,689	–	–	0.03%	199
2024 Q4	$112K	Hold	2,689	–	–	0.03%	198
2024 Q3	$123K	Hold	2,689	–	–	0.03%	198
2024 Q2	$115K	Hold	2,689	–	–	0.03%	190
2024 Q1	$110K	Sell	2,689 -200	-7%	-$7.96K	0.03%	195
2023 Q4	$116K	Hold	2,889	–	–	0.03%	184
2023 Q3	$110K	Hold	2,889	–	–	0.03%	178
2023 Q2	$114K	Buy	+2,889	New	+$114K	0.03%	179

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return

Cherry Tree Wealth Management's EEM Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 2,689 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #180.

Cherry Tree Wealth Management first reported a position in EEM in Q2 2023 and has held it in 12 quarters since. 1,619 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Cherry Tree Wealth Management held 2,689 shares of iShares MSCI Emerging Markets ETF worth $153K as of Q1 2026.
Cherry Tree Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #180 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2023 and has held it in 12 quarters since.
1,619 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.