Empirical Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Empirical Wealth Management’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	$519K	Sell	7,589 -123	-2%	-$8.03K	0.01%	664
2026 Q1	$438K	Sell	7,712 -2,805	-27%	-$165K	0.01%	625
2025 Q4	$575K	Sell	10,517 -861	-8%	-$46.8K	0.01%	464
2025 Q3	$608K	Hold	11,378	–	–	0.01%	422
2025 Q2	$549K	Hold	11,378	–	–	0.01%	407
2025 Q1	$497K	Sell	11,378 -559	-5%	-$24.3K	0.01%	405
2024 Q4	$499K	Sell	11,937 -300	-2%	-$13.3K	0.01%	386
2024 Q3	$561K	Sell	12,237 -162	-1%	-$6.99K	0.02%	352
2024 Q2	$528K	Hold	12,399	–	–	0.02%	346
2024 Q1	$509K	Sell	12,399 -64	-0.5%	-$2.55K	0.02%	340
2023 Q4	$501K	Buy	12,463 +611	+5%	+$23.6K	0.02%	321
2023 Q3	$450K	Buy	11,852 +2,729	+30%	+$108K	0.02%	317
2023 Q2	$361K	Sell	9,123 -130	-1%	-$5.11K	0.01%	349
2023 Q1	$365K	Hold	9,253	–	–	0.02%	365
2022 Q4	$351K	Sell	9,253 -273	-3%	-$10.1K	0.02%	359
2022 Q3	$332K	Sell	9,526 -976	-9%	-$38.1K	0.02%	361
2022 Q2	$421K	Sell	10,502 -1,832	-15%	-$76.9K	0.02%	326
2022 Q1	$557K	Buy	12,334 +2,513	+26%	+$119K	0.03%	311
2021 Q4	$480K	Buy	9,821 +510	+5%	+$25.7K	0.02%	346
2021 Q3	$469K	Buy	9,311 +1,073	+13%	+$55.9K	0.03%	310
2021 Q2	$454K	Buy	8,238 +2,042	+33%	+$111K	0.03%	314
2021 Q1	$330K	Sell	6,196 -1,960	-24%	-$107K	0.03%	309
2020 Q4	$421K	Sell	8,156 -54	-0.7%	-$2.6K	0.03%	269
2020 Q3	$362K	Sell	8,210 -2,145	-21%	-$94.1K	0.03%	257
2020 Q2	$414K	Buy	10,355 +2,765	+36%	+$104K	0.04%	237
2020 Q1	$259K	Buy	7,590 +415	+6%	+$17K	0.03%	267
2019 Q4	$322K	Sell	7,175 -605	-8%	-$26K	0.04%	246
2019 Q3	$318K	Sell	7,780 -31	-0.4%	-$1.28K	0.04%	227
2019 Q2	$335K	Sell	7,811 -100	-1%	-$4.25K	0.04%	194
2019 Q1	$340K	Buy	7,911 +132	+2%	+$5.55K	0.05%	173
2018 Q4	$304K	Sell	7,779 -5,700	-42%	-$228K	0.05%	157
2018 Q3	$579K	Buy	+13,479	New	+$582K	0.1%	107
2018 Q2	–	Sell	-9,831	Closed	-$475K	–	187
2018 Q1	$475K	Buy	9,831 +5,492	+127%	+$269K	0.09%	105
2017 Q4	$204K	Buy	+4,339	New	+$201K	0.04%	146
2015 Q3	–	Sell	-19,654	Closed	-$779K	–	115
2015 Q2	$779K	Sell	19,654 -2,991	-13%	-$125K	0.18%	54
2015 Q1	$909K	Hold	22,645	–	–	0.22%	51
2014 Q4	$890K	Sell	22,645 -481	-2%	-$19.6K	0.22%	50
2014 Q3	$961K	Buy	23,126 +117	+0.5%	+$5.17K	0.23%	47
2014 Q2	$995K	Buy	23,009 +119	+0.5%	+$5.05K	0.25%	46
2014 Q1	$939K	Buy	22,890 +6,500	+40%	+$255K	0.25%	46
2013 Q4	$685K	Buy	16,390 +3,003	+22%	+$126K	0.19%	50
2013 Q3	$546K	Buy	13,387 +79	+0.6%	+$3.13K	0.17%	55
2013 Q2	$512K	Buy	+13,308	New	+$552K	0.17%	53

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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Empirical Wealth Management's EEM Position: Q2 2026 in Review

Empirical Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.6% in Q2 2026, selling an estimated $8.03K and leaving 7,589 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #664.

Empirical Wealth Management first reported a position in EEM in Q2 2013 and has held it in 43 quarters since. The position peaked at $995K in Q2 2014. 699 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Empirical Wealth Management held 7,589 shares of iShares MSCI Emerging Markets ETF worth $519K as of Q2 2026.
Empirical Wealth Management sold 123 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $8.03K.
iShares MSCI Emerging Markets ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #664 holding.
Empirical Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 43 quarters since.
Empirical Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $995K in Q2 2014.
699 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.