Chesley Taft & Associates’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Chesley Taft & Associates’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	$851K	Buy	12,436 +360	+3%	+$23.5K	0.03%	239
2026 Q1	$686K	Sell	12,076 -400	-3%	-$23.5K	0.03%	250
2025 Q4	$683K	Buy	12,476 +2,750	+28%	+$150K	0.03%	253
2025 Q3	$519K	Hold	9,726	–	–	0.02%	262
2025 Q2	$469K	Hold	9,726	–	–	0.02%	262
2025 Q1	$425K	Sell	9,726 -793	-8%	-$34.4K	0.02%	265
2024 Q4	$440K	Hold	10,519	–	–	0.02%	261
2024 Q3	$482K	Hold	10,519	–	–	0.02%	253
2024 Q2	$448K	Sell	10,519 -963	-8%	-$40.4K	0.02%	247
2024 Q1	$472K	Sell	11,482 -1,684	-13%	-$67K	0.02%	244
2023 Q4	$529K	Buy	13,166 +1,484	+13%	+$57.3K	0.03%	234
2023 Q3	$443K	Sell	11,682 -1,663	-12%	-$65.8K	0.03%	233
2023 Q2	$528K	Sell	13,345 -1,200	-8%	-$47.2K	0.03%	220
2023 Q1	$574K	Hold	14,545	–	–	0.04%	214
2022 Q4	$551K	Sell	14,545 -200	-1%	-$7.38K	0.04%	212
2022 Q3	$514K	Sell	14,745 -400	-3%	-$15.6K	0.04%	210
2022 Q2	$607K	Sell	15,145 -8,150	-35%	-$342K	0.04%	210
2022 Q1	$1.03M	Sell	23,295 -3,300	-12%	-$156K	0.06%	179
2021 Q4	$1.3M	Sell	26,595 -570	-2%	-$28.7K	0.07%	168
2021 Q3	$1.37M	Sell	27,165 -600	-2%	-$31.2K	0.08%	163
2021 Q2	$1.53M	Hold	27,765	–	–	0.09%	155
2021 Q1	$1.5M	Sell	27,765 -225	-0.8%	-$12.3K	0.09%	148
2020 Q4	$1.45M	Buy	27,990 +100	+0.4%	+$4.81K	0.09%	143
2020 Q3	$1.23M	Sell	27,890 -4,950	-15%	-$217K	0.09%	149
2020 Q2	$1.31M	Sell	32,840 -1,750	-5%	-$65.5K	0.1%	142
2020 Q1	$1.18M	Sell	34,590 -7,475	-18%	-$307K	0.11%	139
2019 Q4	$1.89M	Sell	42,065 -520	-1%	-$22.3K	0.14%	122
2019 Q3	$1.74M	Buy	42,585 +500	+1%	+$20.6K	0.13%	126
2019 Q2	$1.81M	Hold	42,085	–	–	0.14%	122
2019 Q1	$1.81M	Buy	42,085 +400	+1%	+$16.8K	0.15%	114
2018 Q4	$1.63M	Sell	41,685 -2,750	-6%	-$110K	0.16%	116
2018 Q3	$1.91M	Sell	44,435 -3,200	-7%	-$138K	0.15%	118
2018 Q2	$2.06M	Buy	47,635 +3,950	+9%	+$183K	0.18%	114
2018 Q1	$2.11M	Hold	43,685	–	–	0.19%	111
2017 Q4	$2.06M	Sell	43,685 -800	-2%	-$37K	0.17%	117
2017 Q3	$1.99M	Buy	44,485 +100	+0.2%	+$4.4K	0.17%	119
2017 Q2	$1.84M	Buy	44,385 +1,100	+3%	+$44.8K	0.17%	122
2017 Q1	$1.71M	Sell	43,285 -2,661	-6%	-$101K	0.16%	122
2016 Q4	$1.61M	Sell	45,946 -42,313	-48%	-$1.53M	0.16%	118
2016 Q3	$3.31M	Buy	88,259 +19,265	+28%	+$704K	0.33%	80
2016 Q2	$2.37M	Buy	68,994 +9,050	+15%	+$304K	0.24%	93
2016 Q1	$2.05M	Buy	59,944 +1,300	+2%	+$40.3K	0.22%	96
2015 Q4	$1.89M	Buy	+58,644	New	+$2.01M	0.2%	107
2014 Q1	–	Sell	-125,671	Closed	-$5.25M	–	255
2013 Q4	$5.25M	Buy	125,671 +1,893	+2%	+$79.3K	0.52%	71
2013 Q3	$5.04M	Buy	123,778 +1,649	+1%	+$65.3K	0.55%	67
2013 Q2	$4.7M	Buy	+122,129	New	+$5.07M	0.54%	64

Other funds holding EEM

Greenfield FTC Reno, Nevada $735M AUM 22.08% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Chesley Taft & Associates's EEM Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares MSCI Emerging Markets ETF (EEM) stake by 3% in Q2 2026, buying an estimated $23.5K and bringing the position to 12,436 shares worth $851K. The position accounts for 0.03% of the portfolio, ranked #239.

Chesley Taft & Associates first reported a position in EEM in Q2 2013 and has held it in 46 quarters since. The position peaked at $5.25M in Q4 2013. 291 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Chesley Taft & Associates held 12,436 shares of iShares MSCI Emerging Markets ETF worth $851K as of Q2 2026.
Chesley Taft & Associates bought 360 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $23.5K.
iShares MSCI Emerging Markets ETF made up 0.03% of Chesley Taft & Associates's portfolio in Q2 2026, its #239 holding.
Chesley Taft & Associates first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 46 quarters since.
Chesley Taft & Associates's iShares MSCI Emerging Markets ETF position peaked at $5.25M in Q4 2013.
291 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.