MCWS
EEM icon

McKinley Carter Wealth Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

McKinley Carter Wealth 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 		$720K Hold
12,683
– – 0.04% 192
2025
Q4 		$694K Hold
12,683
– – 0.04% 201
2025
Q3 		$677K Hold
12,683
– – 0.04% 197
2025
Q2 		$612K Sell
12,683
-1,510
-11% -$67.9K 0.03% 195
2025
Q1 		$620K Hold
14,193
– – 0.04% 190
2024
Q4 		$594K Sell
14,193
-1,450
-9% -$64.2K 0.04% 188
2024
Q3 		$717K Buy
15,643
+1,450
+10% +$62.5K 0.04% 184
2024
Q2 		$604K Hold
14,193
– – 0.04% 192
2024
Q1 		$583K Sell
14,193
-2,662
-16% -$106K 0.04% 197
2023
Q4 		$678K Sell
16,855
-28
-0.2% -$1.08K 0.05% 176
2023
Q3 		$641K Sell
16,883
-15
-0.1% -$594 0.05% 176
2023
Q2 		$668K Sell
16,898
-7,111
-30% -$280K 0.05% 183
2023
Q1 		$947K Buy
24,009
+5,160
+27% +$205K 0.07% 146
2022
Q4 		$714K Sell
18,849
-4,474
-19% -$165K 0.06% 170
2022
Q3 		$813K Sell
23,323
-92
-0.4% -$3.59K 0.08% 145
2022
Q2 		$939K Sell
23,415
-2,510
-10% -$105K 0.08% 139
2022
Q1 		$1.17M Buy
25,925
+294
+1% +$13.9K 0.09% 134
2021
Q4 		$1.25M Buy
25,631
+248
+1% +$12.5K 0.09% 136
2021
Q3 		$1.28M Sell
25,383
-4,430
-15% -$231K 0.1% 128
2021
Q2 		$1.64M Buy
29,813
+724
+2% +$39.3K 0.14% 117
2021
Q1 		$1.55M Buy
+29,089
New +$1.59M 0.13% 122
2014
Q4 		– Sell
-9,894
Closed -$411K – 96
2014
Q3 		$411K Sell
9,894
-44
-0.4% -$1.95K 0.39% 53
2014
Q2 		$429K Hold
9,938
– – 0.45% 49
2014
Q1 		$407K Sell
9,938
-2,493
-20% -$97.8K 0.44% 52
2013
Q4 		$520K Sell
12,431
-350
-3% -$14.7K 0.51% 57
2013
Q3 		$520K Buy
12,781
+1,444
+13% +$57.2K 0.62% 39
2013
Q2 		$439K Buy
+11,337
New +$470K 0.66% 38

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
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

McKinley Carter Wealth Services's EEM Position: Q1 2026 in Review

McKinley Carter Wealth Services held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 12,683 shares worth $720K. The position accounts for 0.04% of the portfolio, ranked #192.

McKinley Carter Wealth Services first reported a position in EEM in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.64M in Q2 2021. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • McKinley Carter Wealth Services held 12,683 shares of iShares MSCI Emerging Markets ETF worth $720K as of Q1 2026.
  • McKinley Carter Wealth Services left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
  • iShares MSCI Emerging Markets ETF made up 0.04% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #192 holding.
  • McKinley Carter Wealth Services first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 27 quarters since.
  • McKinley Carter Wealth Services's iShares MSCI Emerging Markets ETF position peaked at $1.64M in Q2 2021.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.