Essex Financial Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Essex Financial 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 Q1	$515K	Buy	9,069 +1,458	+19%	+$85.8K	0.03%	453
2025 Q4	$416K	Buy	7,611 +1,052	+16%	+$57.2K	0.02%	492
2025 Q3	$350K	Buy	6,559 +568	+9%	+$28.5K	0.02%	526
2025 Q2	$289K	Buy	+5,991	New	+$269K	0.02%	561
2022 Q4	–	Sell	-10,619	Closed	-$370K	–	482
2022 Q3	$370K	Sell	10,619 -2,996	-22%	-$117K	0.04%	302
2022 Q2	$546K	Sell	13,615 -7,708	-36%	-$323K	0.06%	257
2022 Q1	$963K	Buy	21,323 +4,931	+30%	+$233K	0.09%	204
2021 Q4	$801K	Buy	16,392 +3,155	+24%	+$159K	0.08%	232
2021 Q3	$667K	Buy	13,237 +1,257	+10%	+$65.4K	0.08%	236
2021 Q2	$639K	Hold	11,980	–	–	0.09%	203
2021 Q1	$639K	Sell	11,980 -1,340	-10%	-$73.4K	0.11%	171
2020 Q4	$688K	Buy	13,320 +6,395	+92%	+$307K	0.14%	154
2020 Q3	$305K	Buy	+6,925	New	+$304K	0.07%	219
2018 Q2	–	Sell	-17,588	Closed	-$849K	–	294
2018 Q1	$849K	Buy	+17,588	New	+$862K	0.17%	134
2017 Q3	–	Sell	-13,423	Closed	-$556K	–	293
2017 Q2	$556K	Buy	13,423 +1,707	+15%	+$69.5K	0.12%	176
2017 Q1	$461K	Buy	11,716 +2,969	+34%	+$113K	0.11%	186
2016 Q4	$306K	Buy	+8,747	New	+$316K	0.07%	249

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Essex Financial Services's EEM Position: Q1 2026 in Review

Essex Financial Services increased its iShares MSCI Emerging Markets ETF (EEM) stake by 19% in Q1 2026, buying an estimated $85.8K and bringing the position to 9,069 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #453.

Essex Financial Services first reported a position in EEM in Q4 2016 and has held it in 17 quarters since. The position peaked at $963K in Q1 2022. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Essex Financial Services held 9,069 shares of iShares MSCI Emerging Markets ETF worth $515K as of Q1 2026.
Essex Financial Services bought 1,458 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $85.8K.
iShares MSCI Emerging Markets ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #453 holding.
Essex Financial Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and has held it in 17 quarters since.
Essex Financial Services's iShares MSCI Emerging Markets ETF position peaked at $963K in Q1 2022.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.