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

Morton 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	$659K	Hold	9,631	–	–	0.09%	69
2026 Q1	$547K	Hold	9,631	–	–	0.08%	69
2025 Q4	$527K	Hold	9,631	–	–	0.08%	71
2025 Q3	$514K	Sell	9,631 -110	-1%	-$5.52K	0.08%	73
2025 Q2	$470K	Hold	9,741	–	–	0.08%	74
2025 Q1	$426K	Sell	9,741 -200	-2%	-$8.69K	0.08%	74
2024 Q4	$416K	Sell	9,941 -935	-9%	-$41.4K	0.08%	78
2024 Q3	$499K	Buy	10,876 +1,245	+13%	+$53.7K	0.1%	66
2024 Q2	$410K	Hold	9,631	–	–	0.1%	66
2024 Q1	$396K	Hold	9,631	–	–	0.11%	68
2023 Q4	$387K	Hold	9,631	–	–	0.12%	68
2023 Q3	$365K	Hold	9,631	–	–	0.13%	62
2023 Q2	$381K	Buy	9,631 +2,094	+28%	+$82.3K	0.13%	67
2023 Q1	$297K	Hold	7,537	–	–	0.11%	70
2022 Q4	$286K	Hold	7,537	–	–	0.11%	67
2022 Q3	$263K	Hold	7,537	–	–	0.12%	68
2022 Q2	$302K	Hold	7,537	–	–	0.13%	66
2022 Q1	$340K	Sell	7,537 -100	-1%	-$4.72K	0.14%	59
2021 Q4	$373K	Buy	+7,637	New	+$384K	0.15%	58

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

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

Morton Capital Management's EEM Position: Q2 2026 in Review

Morton Capital Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 9,631 shares worth $659K. The position accounts for 0.09% of the portfolio, ranked #69.

Morton Capital Management first reported a position in EEM in Q4 2021 and has held it in 19 quarters since. 508 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Morton Capital Management held 9,631 shares of iShares MSCI Emerging Markets ETF worth $659K as of Q2 2026.
Morton Capital Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.09% of Morton Capital Management's portfolio in Q2 2026, its #69 holding.
Morton Capital Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
508 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

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