SWP
EEM icon

Sagespring Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sagespring Wealth Partners’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 		$268K Buy
+3,922
New +$256K ﹤0.01% 731
2025
Q4 		– Sell
-3,786
Closed -$202K – 788
2025
Q3 		$202K Buy
+3,786
New +$190K ﹤0.01% 721
2025
Q2 		– Sell
-5,143
Closed -$225K – 717
2025
Q1 		$225K Sell
5,143
-15,678
-75% -$681K 0.01% 608
2024
Q4 		$871K Buy
+20,821
New +$923K 0.02% 241

Other funds holding EEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Sagespring Wealth Partners's EEM Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 3,922 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in EEM as recently as Q3 2025.

Sagespring Wealth Partners first reported a position in EEM in Q4 2024 and has held it in 4 quarters since. The position peaked at $871K in Q4 2024. 1,143 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Sagespring Wealth Partners held 3,922 shares of iShares MSCI Emerging Markets ETF worth $268K as of Q2 2026.
  • iShares MSCI Emerging Markets ETF was a new Sagespring Wealth Partners position in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #731 holding.
  • Sagespring Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $871K in Q4 2024.
  • 1,143 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.