Leavell Investment Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Leavell Investment 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	$218K	Buy	+3,189	New	+$208K	0.01%	606
2021 Q3	–	Sell	-3,786	Closed	-$202K	–	398
2021 Q2	$202K	Hold	3,786	–	–	0.02%	387
2021 Q1	$202K	Buy	+3,786	New	+$207K	0.02%	387
2014 Q3	–	Sell	-6,979	Closed	-$302K	–	400
2014 Q2	$302K	Sell	6,979 -3,750	-35%	-$159K	0.05%	318
2014 Q1	$440K	Sell	10,729 -12,446	-54%	-$488K	0.07%	244
2013 Q4	$969K	Sell	23,175 -1,500	-6%	-$62.8K	0.16%	162
2013 Q3	$1.01M	Sell	24,675 -1,715	-6%	-$67.9K	0.18%	147
2013 Q2	$1.02M	Buy	+26,390	New	+$1.1M	0.19%	142

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Leavell Investment Management's EEM Position: Q2 2026 in Review

Leavell Investment Management opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 3,189 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #606 among its holdings. This is a return to the name: Leavell Investment Management previously reported a position in EEM as recently as Q2 2021.

Leavell Investment Management first reported a position in EEM in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.02M in Q2 2013. 446 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Leavell Investment Management held 3,189 shares of iShares MSCI Emerging Markets ETF worth $218K as of Q2 2026.
iShares MSCI Emerging Markets ETF was a new Leavell Investment Management position in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #606 holding.
Leavell Investment Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 8 quarters since.
Leavell Investment Management's iShares MSCI Emerging Markets ETF position peaked at $1.02M in Q2 2013.
446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.