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 Q2	$643K	Hold	9,405	–	–	0.18%	36
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 $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sage Financial Management Group's EEM Position: Q2 2026 in Review

Sage Financial Management Group held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 9,405 shares worth $643K. The position accounts for 0.18% of the portfolio, ranked #36.

Sage Financial Management Group first reported a position in EEM in Q4 2020 and has held it in 15 quarters since. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Sage Financial Management Group held 9,405 shares of iShares MSCI Emerging Markets ETF worth $643K as of Q2 2026.
Sage Financial Management Group left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.18% of Sage Financial Management Group's portfolio in Q2 2026, its #36 holding.
Sage Financial Management Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 15 quarters since.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.