Sage Capital Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sage Capital Advisors’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	$586K	Sell	8,573 -11	-0.1%	-$718	0.12%	97
2026 Q1	$488K	Sell	8,584 -49	-0.6%	-$2.88K	0.11%	98
2025 Q4	$472K	Buy	8,633 +14	+0.2%	+$761	0.11%	99
2025 Q3	$460K	Buy	8,619 +20	+0.2%	+$1K	0.11%	100
2025 Q2	$415K	Sell	8,599 -58	-0.7%	-$2.61K	0.1%	102
2025 Q1	$378K	Buy	8,657 +2,639	+44%	+$115K	0.1%	104
2024 Q4	$252K	Buy	6,018 +25	+0.4%	+$1.11K	0.07%	125
2024 Q3	$275K	Hold	5,993	–	–	0.07%	120
2024 Q2	$255K	Buy	5,993 +10	+0.2%	+$419	0.07%	127
2024 Q1	$246K	Hold	5,983	–	–	0.07%	126
2023 Q4	$241K	Buy	5,983 +27	+0.5%	+$1.04K	0.08%	120
2023 Q3	$226K	Buy	+5,956	New	+$236K	0.08%	120
2021 Q2	–	Sell	-31,090	Closed	-$1.66M	–	111
2021 Q1	$1.66M	Buy	31,090 +11,423	+58%	+$625K	0.74%	41
2020 Q4	$1.1M	Buy	+19,667	New	+$946K	0.54%	43
2020 Q1	–	Sell	-7,128	Closed	-$320K	–	102
2019 Q4	$320K	Sell	7,128 -76	-1%	-$3.26K	0.2%	77
2019 Q3	$294K	Sell	7,204 -523	-7%	-$21.6K	0.22%	72
2019 Q2	$333K	Buy	7,727 +452	+6%	+$19.2K	0.23%	69
2019 Q1	$312K	Buy	7,275 +709	+11%	+$29.8K	0.2%	72
2018 Q4	$256K	Buy	6,566 +498	+8%	+$19.9K	0.19%	73
2018 Q3	$260K	Buy	6,068 +1,414	+30%	+$61K	0.16%	79
2018 Q2	$202K	Buy	4,654 +211	+5%	+$9.77K	0.14%	82
2018 Q1	$215K	Buy	+4,443	New	+$218K	0.15%	79

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Sage Capital Advisors's EEM Position: Q2 2026 in Review

Sage Capital Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.13% in Q2 2026, selling an estimated $718 and leaving 8,573 shares worth $586K. The position accounts for 0.12% of the portfolio, ranked #97.

Sage Capital Advisors first reported a position in EEM in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.66M in Q1 2021. 369 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Sage Capital Advisors held 8,573 shares of iShares MSCI Emerging Markets ETF worth $586K as of Q2 2026.
Sage Capital Advisors sold 11 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $718.
iShares MSCI Emerging Markets ETF made up 0.12% of Sage Capital Advisors's portfolio in Q2 2026, its #97 holding.
Sage Capital Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and has held it in 22 quarters since.
Sage Capital Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.66M in Q1 2021.
369 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.