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Palumbo Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Palumbo Wealth 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 		$472K Buy
6,893
+24
+0.3% +$1.57K 0.1% 151
2026
Q1 		$390K Sell
6,869
-19
-0.3% -$1.12K 0.1% 147
2025
Q4 		$377K Buy
+6,888
New +$375K 0.09% 151
2025
Q3 		– Sell
-6,872
Closed -$331K – 191
2025
Q2 		$331K Buy
6,872
+63
+0.9% +$2.83K 0.1% 136
2025
Q1 		$298K Sell
6,809
-1
-0% -$43 0.1% 136
2024
Q4 		$285K Sell
6,810
-2,138
-24% -$94.7K 0.11% 127
2024
Q3 		$410K Sell
8,948
-207
-2% -$8.93K 0.16% 98
2024
Q2 		$390K Sell
9,155
-1,250
-12% -$52.4K 0.16% 93
2024
Q1 		$427K Sell
10,405
-755
-7% -$30K 0.19% 88
2023
Q4 		$449K Sell
11,160
-1,806
-14% -$69.7K 0.23% 74
2023
Q3 		$492K Sell
12,966
-11,741
-48% -$465K 0.27% 68
2023
Q2 		$977K Sell
24,707
-6,193
-20% -$244K 0.6% 33
2023
Q1 		$1.22M Buy
30,900
+689
+2% +$27.4K 0.81% 29
2022
Q4 		$1.15M Sell
30,211
-2,885
-9% -$106K 0.91% 24
2022
Q3 		$1.15M Sell
33,096
-363
-1% -$14.2K 0.98% 20
2022
Q2 		$1.34M Sell
33,459
-392
-1% -$16.4K 1.07% 17
2022
Q1 		$1.53M Buy
33,851
+703
+2% +$33.2K 0.98% 21
2021
Q4 		$1.62M Buy
33,148
+3,695
+13% +$186K 1.01% 17
2021
Q3 		$1.48M Buy
29,453
+1,111
+4% +$57.8K 0.98% 16
2021
Q2 		$1.56M Buy
28,342
+1,786
+7% +$97K 1.05% 16
2021
Q1 		$1.42M Buy
26,556
+215
+0.8% +$11.8K 1.07% 14
2020
Q4 		$1.36M Buy
+26,341
New +$1.27M 1.1% 14

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Palumbo Wealth Management's EEM Position: Q2 2026 in Review

Palumbo Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.35% in Q2 2026, buying an estimated $1.57K and bringing the position to 6,893 shares worth $472K. The position accounts for 0.1% of the portfolio, ranked #151.

Palumbo Wealth Management first reported a position in EEM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.62M in Q4 2021. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Palumbo Wealth Management held 6,893 shares of iShares MSCI Emerging Markets ETF worth $472K as of Q2 2026.
  • Palumbo Wealth Management bought 24 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.57K.
  • iShares MSCI Emerging Markets ETF made up 0.1% of Palumbo Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Palumbo Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • Palumbo Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.62M in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.