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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
2019
Q1 		– Sell
-1,000
Closed -$39K – 239
2018
Q4 		$39K Buy
+1,000
New +$40.1K 0.01% 198

Other funds holding EEM

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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. 761 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.
  • 761 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.