Ferguson Wellman Capital Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Ferguson Wellman Capital 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	$428K	Sell	6,263 -493	-7%	-$32.2K	0.01%	327
2026 Q1	$384K	Buy	+6,756	New	+$397K	0.01%	321
2021 Q1	–	Sell	-41,265	Closed	-$2.13M	–	347
2020 Q4	$2.13M	Sell	41,265 -540	-1%	-$26K	0.05%	172
2020 Q3	$1.84M	Sell	41,805 -5,525	-12%	-$242K	0.05%	171
2020 Q2	$1.89M	Sell	47,330 -4,050	-8%	-$152K	0.06%	157
2020 Q1	$1.75M	Sell	51,380 -210,859	-80%	-$8.65M	0.07%	157
2019 Q4	$11.8M	Buy	262,239 +205,009	+358%	+$8.8M	0.35%	80
2019 Q3	$2.34M	Sell	57,230 -4,624	-7%	-$191K	0.07%	148
2019 Q2	$2.65M	Sell	61,854 -10,835	-15%	-$460K	0.09%	142
2019 Q1	$3.12M	Sell	72,689 -27,265	-27%	-$1.15M	0.11%	138
2018 Q4	$3.9M	Buy	99,954 +92,827	+1,302%	+$3.72M	0.15%	127
2018 Q3	$306K	Hold	7,127	–	–	0.01%	278
2018 Q2	$309K	Hold	7,127	–	–	0.01%	287
2018 Q1	$344K	Buy	7,127 +1,790	+34%	+$87.8K	0.01%	277
2017 Q4	$251K	Buy	5,337 +310	+6%	+$14.3K	0.01%	311
2017 Q3	$225K	Sell	5,027 -75	-1%	-$3.3K	0.01%	315
2017 Q2	$211K	Buy	+5,102	New	+$208K	0.01%	319
2014 Q3	–	Sell	-5,866	Closed	-$254K	–	321
2014 Q2	$254K	Buy	+5,866	New	+$249K	0.01%	297

Other funds holding EEM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Ferguson Wellman Capital Management's EEM Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 7.3% in Q2 2026, selling an estimated $32.2K and leaving 6,263 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #327.

Ferguson Wellman Capital Management first reported a position in EEM in Q2 2014 and has held it in 18 quarters since. The position peaked at $11.8M in Q4 2019. 560 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Ferguson Wellman Capital Management held 6,263 shares of iShares MSCI Emerging Markets ETF worth $428K as of Q2 2026.
Ferguson Wellman Capital Management sold 493 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $32.2K.
iShares MSCI Emerging Markets ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #327 holding.
Ferguson Wellman Capital Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2014 and has held it in 18 quarters since.
Ferguson Wellman Capital Management's iShares MSCI Emerging Markets ETF position peaked at $11.8M in Q4 2019.
560 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.