Sage Financial Management Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sage Financial Management Group’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 Q1	$534K	Sell	9,405 -122	-1%	-$7.18K	0.16%	34
2025 Q4	$521K	Hold	9,527	–	–	0.16%	34
2025 Q3	$509K	Hold	9,527	–	–	0.16%	35
2025 Q2	$460K	Buy	9,527 +3,365	+55%	+$151K	0.16%	36
2025 Q1	$269K	Hold	6,162	–	–	0.1%	48
2024 Q4	$258K	Sell	6,162 -229	-4%	-$10.1K	0.1%	46
2024 Q3	$293K	Buy	+6,391	New	+$276K	0.11%	44
2024 Q2	–	Sell	-5,988	Closed	-$246K	–	18
2024 Q1	$246K	Hold	5,988	–	–	0.12%	48
2023 Q4	$241K	Sell	5,988 -896	-13%	-$34.6K	0.13%	43
2023 Q3	$261K	Buy	+6,884	New	+$273K	0.16%	39
2023 Q1	–	Sell	-6,884	Closed	-$261K	–	37
2022 Q4	$261K	Buy	+6,884	New	+$254K	0.18%	36
2021 Q3	–	Sell	-4,163	Closed	-$230K	–	10
2021 Q2	$230K	Hold	4,163	–	–	0.21%	26
2021 Q1	$222K	Sell	4,163 -144	-3%	-$7.88K	0.17%	28
2020 Q4	$223K	Buy	+4,307	New	+$207K	0.17%	27

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Sage Financial Management Group's EEM Position: Q1 2026 in Review

Sage Financial Management Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.3% in Q1 2026, selling an estimated $7.18K and leaving 9,405 shares worth $534K. The position accounts for 0.16% of the portfolio, ranked #34.

Sage Financial Management Group first reported a position in EEM in Q4 2020 and has held it in 14 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Sage Financial Management Group held 9,405 shares of iShares MSCI Emerging Markets ETF worth $534K as of Q1 2026.
Sage Financial Management Group sold 122 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $7.18K.
iShares MSCI Emerging Markets ETF made up 0.16% of Sage Financial Management Group's portfolio in Q1 2026, its #34 holding.
Sage Financial Management Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 14 quarters since.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.