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

Evermay 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 		$73K Hold
1,067
– – 0.01% 309
2026
Q1 		$60.6K Hold
1,067
– – 0.01% 306
2025
Q4 		$58.4K Hold
1,067
– – 0.01% 312
2025
Q3 		$57K Hold
1,067
– – 0.01% 319
2025
Q2 		$51.5K Hold
1,067
– – 0.01% 322
2025
Q1 		$46.6K Sell
1,067
-102
-9% -$4.43K 0.01% 325
2024
Q4 		$48.9K Hold
1,169
– – 0.01% 324
2024
Q3 		$53.6K Buy
1,169
+74
+7% +$3.19K 0.01% 333
2024
Q2 		$46.6K Buy
1,095
+27
+3% +$1.13K 0.01% 352
2024
Q1 		$43.9K Buy
1,068
+1
+0.1% +$40 0.01% 363
2023
Q4 		$42.9K Hold
1,067
– – 0.01% 341
2023
Q3 		$40.5K Hold
1,067
– – 0.01% 322
2023
Q2 		$42.2K Hold
1,067
– – 0.01% 320
2023
Q1 		$42.1K Hold
1,067
– – 0.01% 313
2022
Q4 		$40.4K Sell
1,067
-180
-14% -$6.64K 0.01% 313
2022
Q3 		$43K Sell
1,247
-40
-3% -$1.56K 0.01% 295
2022
Q2 		$52K Buy
1,287
+20
+2% +$839 0.01% 274
2022
Q1 		$57K Buy
1,267
+200
+19% +$9.44K 0.01% 291
2021
Q4 		$52K Hold
1,067
– – 0.01% 270
2021
Q3 		$54K Hold
1,067
– – 0.01% 254
2021
Q2 		$59K Buy
+1,067
New +$58K 0.01% 268
2014
Q1 		– Sell
-6,224
Closed -$260K – 67
2013
Q4 		$260K Buy
+6,224
New +$261K 0.36% 41

Other funds holding EEM

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 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
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Evermay Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 1,067 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #309.

Evermay Wealth Management first reported a position in EEM in Q4 2013 and has held it in 22 quarters since. The position peaked at $260K in Q4 2013. 815 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Evermay Wealth Management held 1,067 shares of iShares MSCI Emerging Markets ETF worth $73K as of Q2 2026.
  • Evermay Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Evermay Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2013 and has held it in 22 quarters since.
  • Evermay Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $260K in Q4 2013.
  • 815 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.