Cypress Wealth Services
EEM icon

Cypress Wealth Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Cypress Wealth Services’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
Q3 		$720K Sell
10,542
-1,166
-10% -$77.1K 0.08% 180
2026
Q2 		$801K Sell
11,708
-1,325
-10% -$86.5K 0.1% 159
2026
Q1 		$740K Sell
13,033
-987
-7% -$58.1K 0.1% 158
2025
Q4 		$767K Buy
14,020
+1,028
+8% +$55.9K 0.11% 148
2025
Q3 		$694K Sell
12,992
-617
-5% -$31K 0.11% 138
2025
Q2 		$657K Buy
13,609
+6,892
+103% +$310K 0.12% 135
2025
Q1 		$294K Buy
+6,717
New +$292K 0.06% 220
2024
Q2 		– Sell
-4,901
Closed -$201K – 263
2024
Q1 		$201K Sell
4,901
-150
-3% -$5.97K 0.05% 249
2023
Q4 		$203K Sell
5,051
-5,255
-51% -$203K 0.05% 231
2023
Q3 		$391K Sell
10,306
-7,672
-43% -$304K 0.11% 158
2023
Q2 		$738K Sell
17,978
-2,350
-12% -$92.4K 0.19% 98
2023
Q1 		$802K Sell
20,328
-19,181
-49% -$763K 0.23% 82
2022
Q4 		$1.5M Buy
39,509
+6,379
+19% +$235K 0.48% 52
2022
Q3 		$1.18M Buy
+33,130
New +$1.29M 0.4% 61
2021
Q2 		– Sell
-5,347
Closed -$285K – 265
2021
Q1 		$285K Buy
+5,347
New +$293K 0.06% 227
2019
Q3 		– Sell
-5,024
Closed -$216K – 259
2019
Q2 		$216K Buy
+5,024
New +$213K 0.06% 235
2018
Q4 		– Sell
-9,412
Closed -$404K – 228
2018
Q3 		$404K Sell
9,412
-8,991
-49% -$388K 0.14% 138
2018
Q2 		$797K Buy
18,403
+2,335
+15% +$108K 0.3% 91
2018
Q1 		$776K Sell
16,068
-4,921
-23% -$241K 0.33% 83
2017
Q4 		$989K Buy
+20,989
New +$971K 0.41% 67

Other funds holding EEM

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cypress Wealth Services's EEM Position: Q3 2026 in Review

Cypress Wealth Services reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 10% in Q3 2026, selling an estimated $77.1K and leaving 10,542 shares worth $720K. The position accounts for 0.08% of the portfolio, ranked #180.

Cypress Wealth Services first reported a position in EEM in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.5M in Q4 2022. 1,446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Cypress Wealth Services held 10,542 shares of iShares MSCI Emerging Markets ETF worth $720K as of Q3 2026.
  • Cypress Wealth Services sold 1,166 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $77.1K.
  • iShares MSCI Emerging Markets ETF made up 0.08% of Cypress Wealth Services's portfolio in Q3 2026, its #180 holding.
  • Cypress Wealth Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 20 quarters since.
  • Cypress Wealth Services's iShares MSCI Emerging Markets ETF position peaked at $1.5M in Q4 2022.
  • 1,446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.