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 Q2	$868K	Hold	12,683	–	–	0.04%	185
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 London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McKinley Carter Wealth Services's EEM Position: Q2 2026 in Review

McKinley Carter Wealth Services held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 12,683 shares worth $868K. The position accounts for 0.04% of the portfolio, ranked #185.

McKinley Carter Wealth Services first reported a position in EEM in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.64M in Q2 2021. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

McKinley Carter Wealth Services held 12,683 shares of iShares MSCI Emerging Markets ETF worth $868K as of Q2 2026.
McKinley Carter Wealth Services left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.04% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #185 holding.
McKinley Carter Wealth Services first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 28 quarters since.
McKinley Carter Wealth Services's iShares MSCI Emerging Markets ETF position peaked at $1.64M in Q2 2021.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.