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

Robertson Stephens 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 		$7.85M Sell
114,803
-818
-0.7% -$53.4K 0.19% 95
2026
Q1 		$6.57M Buy
115,621
+72
+0.1% +$4.24K 0.18% 106
2025
Q4 		$6.32M Buy
115,549
+62,347
+117% +$3.39M 0.16% 107
2025
Q3 		$2.84M Sell
53,202
-9,062
-15% -$455K 0.09% 149
2025
Q2 		$3M Buy
62,264
+1,350
+2% +$60.7K 0.1% 143
2025
Q1 		$2.66M Buy
60,914
+5,583
+10% +$242K 0.09% 165
2024
Q4 		$2.31M Buy
55,331
+3,666
+7% +$162K 0.08% 181
2024
Q3 		$2.37M Buy
51,665
+408
+0.8% +$17.6K 0.09% 178
2024
Q2 		$2.18M Sell
51,257
-55,443
-52% -$2.33M 0.11% 146
2024
Q1 		$4.38M Buy
106,700
+5,735
+6% +$228K 0.23% 76
2023
Q4 		$4.06M Sell
100,965
-24,405
-19% -$942K 0.25% 73
2023
Q3 		$4.76M Sell
125,370
-5,664
-4% -$224K 0.32% 67
2023
Q2 		$5.18M Sell
131,034
-46,954
-26% -$1.85M 0.37% 63
2023
Q1 		$7.02M Sell
177,988
-24,378
-12% -$969K 0.54% 38
2022
Q4 		$7.67M Sell
202,366
-153,997
-43% -$5.68M 0.75% 31
2022
Q3 		$12.4M Buy
356,363
+161,804
+83% +$6.31M 1.3% 15
2022
Q2 		$7.8M Buy
194,559
+2,792
+1% +$117K 0.74% 32
2022
Q1 		$8.66M Sell
191,767
-20,730
-10% -$978K 0.73% 26
2021
Q4 		$10.4M Buy
212,497
+72,883
+52% +$3.67M 0.87% 22
2021
Q3 		$7.03M Sell
139,614
-38,821
-22% -$2.02M 0.79% 28
2021
Q2 		$9.84M Buy
178,435
+1,195
+0.7% +$64.9K 1.18% 18
2021
Q1 		$9.45M Buy
177,240
+46,602
+36% +$2.55M 1.51% 16
2020
Q4 		$6.75M Buy
130,638
+1,766
+1% +$84.9K 1.41% 17
2020
Q3 		$5.68M Sell
128,872
-26,201
-17% -$1.15M 1.4% 16
2020
Q2 		$6.2M Sell
155,073
-27,931
-15% -$1.05M 1.79% 15
2020
Q1 		$6.25M Buy
183,004
+80,692
+79% +$3.31M 2.13% 12
2019
Q4 		$4.59M Buy
102,312
+10,825
+12% +$465K 2.31% 10
2019
Q3 		$3.74M Buy
91,487
+53,101
+138% +$2.19M 1.89% 13
2019
Q2 		$1.65M Sell
38,386
-5,093
-12% -$216K 1.6% 19
2019
Q1 		$1.87M Hold
43,479
– – 1.6% 21
2018
Q4 		$1.7M Buy
+43,479
New +$1.74M 1.7% 19

Other funds holding EEM

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Robertson Stephens Wealth Management's EEM Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.71% in Q2 2026, selling an estimated $53.4K and leaving 114,803 shares worth $7.85M. The position accounts for 0.19% of the portfolio, ranked #95.

Robertson Stephens Wealth Management first reported a position in EEM in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.4M in Q3 2022. 733 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Robertson Stephens Wealth Management held 114,803 shares of iShares MSCI Emerging Markets ETF worth $7.85M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 818 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $53.4K.
  • iShares MSCI Emerging Markets ETF made up 0.19% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
  • Robertson Stephens Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $12.4M in Q3 2022.
  • 733 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.