Ironwood Financial’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $461K | Sell |
7,144
-198
| -3% | -$12.9K | 0.07% | 125 |
|
|
2026
Q1 | $417K | Sell |
7,342
-24
| -0.3% | -$1.41K | 0.07% | 123 |
|
|
2025
Q4 | $427K | Sell |
7,366
-567
| -7% | -$30.8K | 0.07% | 121 |
|
|
2025
Q3 | $424K | Sell |
7,933
-326
| -4% | -$16.4K | 0.08% | 119 |
|
|
2025
Q2 | $361K | Hold |
8,259
| – | – | 0.08% | 122 |
|
|
2025
Q1 | $361K | Sell |
8,259
-66
| -0.8% | -$2.87K | 0.08% | 122 |
|
|
2024
Q4 | $348K | Buy |
8,325
+502
| +6% | +$22.2K | 0.07% | 123 |
|
|
2024
Q3 | $359K | Sell |
7,823
-178
| -2% | -$7.67K | 0.08% | 120 |
|
|
2024
Q2 | $341K | Buy |
8,001
+3
| +0% | +$126 | 0.08% | 122 |
|
|
2024
Q1 | $329K | Sell |
7,998
-106
| -1% | -$4.22K | 0.08% | 126 |
|
|
2023
Q4 | $326K | Sell |
8,104
-9
| -0.1% | -$347 | 0.08% | 122 |
|
|
2023
Q3 | $308K | Buy |
8,113
+1,523
| +23% | +$60.3K | 0.08% | 117 |
|
|
2023
Q2 | $261K | Buy |
6,590
+487
| +8% | +$19.2K | 0.07% | 126 |
|
|
2023
Q1 | $241K | Buy |
6,103
+175
| +3% | +$6.96K | 0.07% | 132 |
|
|
2022
Q4 | $225K | Buy |
+5,928
| New | +$219K | 0.07% | 132 |
|
|
2021
Q4 | – | Sell |
-114
| Closed | -$6K | – | 232 |
|
|
2021
Q3 | $6K | Buy |
114
+50
| +78% | +$2.6K | ﹤0.01% | 419 |
|
|
2021
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 444 |
|
|
2021
Q1 | $3K | Buy |
64
+52
| +433% | +$2.85K | ﹤0.01% | 447 |
|
|
2020
Q4 | $1K | Buy |
+12
| New | +$577 | ﹤0.01% | 463 |
|
|
2020
Q1 | – | Sell |
-869
| Closed | -$39K | – | 357 |
|
|
2019
Q4 | $39K | Buy |
869
+5
| +0.6% | +$215 | 0.02% | 133 |
|
|
2019
Q3 | $35K | Hold |
864
| – | – | 0.02% | 146 |
|
|
2019
Q2 | $37K | Buy |
864
+1
| +0.1% | +$42 | 0.02% | 141 |
|
|
2019
Q1 | $37K | Hold |
863
| – | – | 0.02% | 141 |
|
|
2018
Q4 | $34K | Buy |
863
+3
| +0.3% | +$120 | 0.02% | 134 |
|
|
2018
Q3 | $37K | Sell |
860
-54
| -6% | -$2.33K | 0.02% | 140 |
|
|
2018
Q2 | $40K | Buy |
914
+661
| +261% | +$30.6K | 0.02% | 101 |
|
|
2018
Q1 | $12K | Hold |
253
| – | – | 0.01% | 153 |
|
|
2017
Q4 | $12K | Buy |
253
+3
| +1% | +$139 | 0.01% | 162 |
|
|
2017
Q3 | $11K | Hold |
250
| – | – | 0.01% | 171 |
|
|
2017
Q2 | $10K | Buy |
250
+1
| +0.4% | +$41 | 0.01% | 172 |
|
|
2017
Q1 | $10K | Buy |
249
+195
| +361% | +$7.41K | 0.01% | 168 |
|
|
2016
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 239 |
|
|
2016
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 242 |
|
|
2016
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 246 |
|
|
2016
Q1 | $2K | Buy |
+54
| New | +$1.67K | ﹤0.01% | 248 |
|
|
2015
Q3 | $229K | Sell |
6,994
-18,858
| -73% | -$666K | 0.11% | 64 |
|
|
2015
Q2 | $1.02M | Sell |
25,852
-1,713
| -6% | -$71.7K | 0.49% | 35 |
|
|
2015
Q1 | $1.11M | Buy |
27,565
+3,641
| +15% | +$145K | 0.53% | 36 |
|
|
2014
Q4 | $966K | Buy |
+23,924
| New | +$972K | 0.53% | 34 |
|
Other funds holding EEM
Ironwood Financial's EEM Position: Q2 2026 in Review
Ironwood Financial reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.7% in Q2 2026, selling an estimated $12.9K and leaving 7,144 shares worth $461K. The position accounts for 0.07% of the portfolio, ranked #125.
Ironwood Financial first reported a position in EEM in Q4 2014 and has held it in 39 quarters since. The position peaked at $1.11M in Q1 2015. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.
- Ironwood Financial held 7,144 shares of iShares MSCI Emerging Markets ETF worth $461K as of Q2 2026.
- Ironwood Financial sold 198 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $12.9K.
- iShares MSCI Emerging Markets ETF made up 0.07% of Ironwood Financial's portfolio in Q2 2026, its #125 holding.
- Ironwood Financial first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and has held it in 39 quarters since.
- Ironwood Financial's iShares MSCI Emerging Markets ETF position peaked at $1.11M in Q1 2015.
- 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.