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

Chesapeake 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	$877K	Sell	15,447 -98	-0.6%	-$5.76K	0.27%	83
2025 Q4	$850K	Buy	15,545 +250	+2%	+$13.6K	0.25%	84
2025 Q3	$817K	Buy	15,295 +387	+3%	+$19.4K	0.25%	85
2025 Q2	$719K	Buy	14,908 +180	+1%	+$8.09K	0.24%	93
2025 Q1	$644K	Sell	14,728 -854	-5%	-$37.1K	0.23%	98
2024 Q4	$652K	Sell	15,582 -3	-0%	-$133	0.22%	95
2024 Q3	$715K	Sell	15,585 -1,076	-6%	-$46.4K	0.24%	89
2024 Q2	$710K	Buy	16,661 +346	+2%	+$14.5K	0.26%	87
2024 Q1	$670K	Sell	16,315 -369	-2%	-$14.7K	0.24%	90
2023 Q4	$671K	Sell	16,684 -1,783	-10%	-$68.8K	0.26%	89
2023 Q3	$701K	Sell	18,467 -1,219	-6%	-$48.3K	0.29%	83
2023 Q2	$779K	Sell	19,686 -380	-2%	-$14.9K	0.31%	80
2023 Q1	$792K	Buy	20,066 +981	+5%	+$39K	0.33%	80
2022 Q4	$723K	Sell	19,085 -41	-0.2%	-$1.51K	0.32%	84
2022 Q3	$667K	Buy	19,126 +533	+3%	+$20.8K	0.3%	82
2022 Q2	$746K	Sell	18,593 -776	-4%	-$32.6K	0.32%	82
2022 Q1	$875K	Sell	19,369 -311	-2%	-$14.7K	0.32%	80
2021 Q4	$961K	Sell	19,680 -240	-1%	-$12.1K	0.32%	78
2021 Q3	$1M	Sell	19,920 -2,249	-10%	-$117K	0.36%	68
2021 Q2	$1.22M	Sell	22,169 -1,820	-8%	-$98.9K	0.4%	65
2021 Q1	$1.28M	Sell	23,989 -628	-3%	-$34.4K	0.43%	63
2020 Q4	$1.27M	Sell	24,617 -56	-0.2%	-$2.69K	0.43%	68
2020 Q3	$1.09M	Buy	24,673 +1,384	+6%	+$60.7K	0.41%	76
2020 Q2	$931K	Buy	23,289 +445	+2%	+$16.7K	0.37%	82
2020 Q1	$780K	Buy	22,844 +60	+0.3%	+$2.46K	0.36%	87
2019 Q4	$1.02M	Sell	22,784 -100	-0.4%	-$4.29K	0.39%	82
2019 Q3	$936K	Sell	22,884 -947	-4%	-$39.1K	0.38%	85
2019 Q2	$1.02M	Sell	23,831 -591	-2%	-$25.1K	0.43%	76
2019 Q1	$1.05M	Buy	24,422 +1,405	+6%	+$59.1K	0.46%	63
2018 Q4	$899K	Buy	23,017 +6,462	+39%	+$259K	0.45%	61
2018 Q3	$711K	Buy	16,555 +901	+6%	+$38.9K	0.32%	83
2018 Q2	$678K	Buy	15,654 +3,563	+29%	+$165K	0.31%	88
2018 Q1	$584K	Buy	+12,091	New	+$593K	0.27%	91

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Chesapeake Wealth Management's EEM Position: Q1 2026 in Review

Chesapeake Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.63% in Q1 2026, selling an estimated $5.76K and leaving 15,447 shares worth $877K. The position accounts for 0.27% of the portfolio, ranked #83.

Chesapeake Wealth Management first reported a position in EEM in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.28M in Q1 2021. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Chesapeake Wealth Management held 15,447 shares of iShares MSCI Emerging Markets ETF worth $877K as of Q1 2026.
Chesapeake Wealth Management sold 98 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $5.76K.
iShares MSCI Emerging Markets ETF made up 0.27% of Chesapeake Wealth Management's portfolio in Q1 2026, its #83 holding.
Chesapeake Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and has held it in 33 quarters since.
Chesapeake Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.28M in Q1 2021.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.