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

Elevation 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 Q2	$656K	Sell	9,586 -245	-2%	-$16K	0.2%	70
2026 Q1	$558K	Hold	9,831	–	–	0.2%	68
2025 Q4	$538K	Hold	9,831	–	–	0.19%	71
2025 Q3	$525K	Hold	9,831	–	–	0.19%	76
2025 Q2	$474K	Hold	9,831	–	–	0.19%	73
2025 Q1	$430K	Sell	9,831 -781	-7%	-$33.9K	0.19%	74
2024 Q4	$444K	Sell	10,612 -425	-4%	-$18.8K	0.19%	73
2024 Q3	$506K	Hold	11,037	–	–	0.22%	71
2024 Q2	$470K	Sell	11,037 -4,310	-28%	-$181K	0.22%	71
2024 Q1	$630K	Sell	15,347 -5,648	-27%	-$225K	0.31%	53
2023 Q4	$797K	Buy	20,995 +19,909	+1,833%	+$769K	0.48%	43
2023 Q3	$41.2K	Hold	1,086	–	–	0.04%	164
2023 Q2	$43K	Hold	1,086	–	–	0.04%	171
2023 Q1	$42.9K	Buy	+1,086	New	+$43.2K	0.04%	176

Other funds holding EEM

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Elevation Wealth Partners's EEM Position: Q2 2026 in Review

Elevation Wealth Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.5% in Q2 2026, selling an estimated $16K and leaving 9,586 shares worth $656K. The position accounts for 0.2% of the portfolio, ranked #70.

Elevation Wealth Partners first reported a position in EEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $797K in Q4 2023. 638 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Elevation Wealth Partners held 9,586 shares of iShares MSCI Emerging Markets ETF worth $656K as of Q2 2026.
Elevation Wealth Partners sold 245 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $16K.
iShares MSCI Emerging Markets ETF made up 0.2% of Elevation Wealth Partners's portfolio in Q2 2026, its #70 holding.
Elevation Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $797K in Q4 2023.
638 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.