Obermeyer Wealth Partners’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 | $1.77M | Hold |
25,911
| – | – | 0.07% | 88 |
|
|
2026
Q1 | $1.47M | Sell |
25,911
-1,856
| -7% | -$109K | 0.07% | 93 |
|
|
2025
Q4 | $1.52M | Sell |
27,767
-124
| -0.4% | -$6.74K | 0.07% | 87 |
|
|
2025
Q3 | $1.49M | Buy |
27,891
+332
| +1% | +$16.7K | 0.07% | 88 |
|
|
2025
Q2 | $1.33M | Hold |
27,559
| – | – | 0.07% | 88 |
|
|
2025
Q1 | $1.2M | Buy |
27,559
+1,189
| +5% | +$51.6K | 0.06% | 87 |
|
|
2024
Q4 | $1.1M | Buy |
26,370
+132
| +0.5% | +$5.85K | 0.06% | 96 |
|
|
2024
Q3 | $1.2M | Hold |
26,238
| – | – | 0.06% | 95 |
|
|
2024
Q2 | $1.12M | Sell |
26,238
-1,205
| -4% | -$50.5K | 0.06% | 96 |
|
|
2024
Q1 | $1.13M | Buy |
27,443
+1,083
| +4% | +$43.1K | 0.07% | 93 |
|
|
2023
Q4 | $1.06M | Hold |
26,360
| – | – | 0.07% | 71 |
|
|
2023
Q3 | $1M | Hold |
26,360
| – | – | 0.07% | 65 |
|
|
2023
Q2 | $1.04M | Buy |
26,360
+251
| +1% | +$9.87K | 0.08% | 68 |
|
|
2023
Q1 | $1.03M | Hold |
26,109
| – | – | 0.08% | 70 |
|
|
2022
Q4 | $990K | Buy |
26,109
+274
| +1% | +$10.1K | 0.07% | 73 |
|
|
2022
Q3 | $901K | Buy |
25,835
+131
| +0.5% | +$5.11K | 0.07% | 69 |
|
|
2022
Q2 | $1.03M | Buy |
25,704
+5,066
| +25% | +$213K | 0.08% | 67 |
|
|
2022
Q1 | $932K | Buy |
20,638
+9
| +0% | +$425 | 0.06% | 78 |
|
|
2021
Q4 | $1.01M | Buy |
20,629
+1,227
| +6% | +$61.7K | 0.05% | 74 |
|
|
2021
Q3 | $977K | Hold |
19,402
| – | – | 0.05% | 75 |
|
|
2021
Q2 | $1.07M | Buy |
19,402
+71
| +0.4% | +$3.86K | 0.06% | 74 |
|
|
2021
Q1 | $1.03M | Buy |
19,331
+805
| +4% | +$44.1K | 0.06% | 77 |
|
|
2020
Q4 | $957K | Buy |
18,526
+1,059
| +6% | +$50.9K | 0.06% | 63 |
|
|
2020
Q3 | $770K | Buy |
17,467
+1,393
| +9% | +$61.1K | 0.06% | 64 |
|
|
2020
Q2 | $643K | Buy |
16,074
+91
| +0.6% | +$3.41K | 0.05% | 63 |
|
|
2020
Q1 | $546K | Hold |
15,983
| – | – | 0.06% | 61 |
|
|
2019
Q4 | $717K | Buy |
15,983
+38
| +0.2% | +$1.63K | 0.06% | 66 |
|
|
2019
Q3 | $652K | Hold |
15,945
| – | – | 0.06% | 65 |
|
|
2019
Q2 | $684K | Buy |
15,945
+2,613
| +20% | +$111K | 0.06% | 65 |
|
|
2019
Q1 | $572K | Buy |
13,332
+6,120
| +85% | +$258K | 0.05% | 72 |
|
|
2018
Q4 | $282K | Buy |
+7,212
| New | +$289K | 0.03% | 96 |
|
|
2013
Q3 | – | Sell |
-70
| Closed | -$3K | – | 131 |
|
|
2013
Q2 | $3K | Buy |
+70
| New | +$2.9K | ﹤0.01% | 326 |
|
Other funds holding EEM
Obermeyer Wealth Partners's EEM Position: Q2 2026 in Review
Obermeyer Wealth Partners held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 25,911 shares worth $1.77M. The position accounts for 0.07% of the portfolio, ranked #88.
Obermeyer Wealth Partners first reported a position in EEM in Q2 2013 and has held it in 32 quarters since. 1,651 funds tracked by Wall St. Rank hold EEM as of Q2 2026.
- Obermeyer Wealth Partners held 25,911 shares of iShares MSCI Emerging Markets ETF worth $1.77M as of Q2 2026.
- Obermeyer Wealth Partners left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
- iShares MSCI Emerging Markets ETF made up 0.07% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #88 holding.
- Obermeyer Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 32 quarters since.
- 1,651 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.