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Daymark Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Daymark Wealth Partners’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 		$1.23M Sell
21,698
-535
-2% -$31.5K 0.04% 271
2025
Q4 		$1.22M Buy
22,233
+67
+0.3% +$3.64K 0.04% 258
2025
Q3 		$1.18M Hold
22,166
– – 0.04% 258
2025
Q2 		$1.07M Sell
22,166
-341
-2% -$15.3K 0.04% 256
2025
Q1 		$984K Sell
22,507
-5,652
-20% -$245K 0.04% 243
2024
Q4 		$1.18M Sell
28,159
-385
-1% -$17.1K 0.05% 216
2024
Q3 		$1.31M Sell
28,544
-865
-3% -$37.3K 0.06% 209
2024
Q2 		$1.25M Buy
29,409
+5,459
+23% +$229K 0.06% 207
2024
Q1 		$984K Buy
23,950
+539
+2% +$21.4K 0.05% 199
2023
Q4 		$941K Buy
23,411
+575
+3% +$22.2K 0.06% 193
2023
Q3 		$867K Buy
22,836
+9,528
+72% +$377K 0.06% 182
2023
Q2 		$526K Buy
+13,308
New +$523K 0.04% 229

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
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

Daymark Wealth Partners's EEM Position: Q1 2026 in Review

Daymark Wealth Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.4% in Q1 2026, selling an estimated $31.5K and leaving 21,698 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #271.

Daymark Wealth Partners first reported a position in EEM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q3 2024. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Daymark Wealth Partners held 21,698 shares of iShares MSCI Emerging Markets ETF worth $1.23M as of Q1 2026.
  • Daymark Wealth Partners sold 535 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $31.5K.
  • iShares MSCI Emerging Markets ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q1 2026, its #271 holding.
  • Daymark Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2023 and has held it in 12 quarters since.
  • Daymark Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $1.31M in Q3 2024.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.