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 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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

MFG

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

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

Cypress Wealth Services's EEM Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 10% in Q2 2026, selling an estimated $86.5K and leaving 11,708 shares worth $801K. The position accounts for 0.1% of the portfolio, ranked #159.

Cypress Wealth Services first reported a position in EEM in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.5M in Q4 2022. 404 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Cypress Wealth Services held 11,708 shares of iShares MSCI Emerging Markets ETF worth $801K as of Q2 2026.
Cypress Wealth Services sold 1,325 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $86.5K.
iShares MSCI Emerging Markets ETF made up 0.1% of Cypress Wealth Services's portfolio in Q2 2026, its #159 holding.
Cypress Wealth Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 19 quarters since.
Cypress Wealth Services's iShares MSCI Emerging Markets ETF position peaked at $1.5M in Q4 2022.
404 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.