Schneider Downs Wealth Management Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Schneider Downs Wealth Management 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 Q1	$230K	Hold	4,051	–	–	0.03%	144
2025 Q4	$222K	Hold	4,051	–	–	0.03%	146
2025 Q3	$216K	Buy	+4,051	New	+$203K	0.03%	140
2025 Q1	–	Sell	-7,924	Closed	-$331K	–	142
2024 Q4	$331K	Sell	7,924 -426	-5%	-$18.9K	0.06%	106
2024 Q3	$383K	Hold	8,350	–	–	0.08%	100
2024 Q2	$356K	Hold	8,350	–	–	0.08%	96
2024 Q1	$343K	Hold	8,350	–	–	0.08%	97
2023 Q4	$336K	Sell	8,350 -578	-6%	-$22.3K	0.09%	85
2023 Q3	$339K	Hold	8,928	–	–	0.08%	78
2023 Q2	$353K	Sell	8,928 -312	-3%	-$12.3K	0.08%	81
2023 Q1	$365K	Sell	9,240 -920	-9%	-$36.6K	0.07%	79
2022 Q4	$385K	Buy	+10,160	New	+$375K	0.08%	76
2018 Q3	–	Sell	-6,800	Closed	-$295K	–	58
2018 Q2	$295K	Hold	6,800	–	–	0.2%	39
2018 Q1	$328K	Buy	+6,800	New	+$333K	0.19%	35
2016 Q1	–	Sell	-14,795	Closed	-$476K	–	29
2015 Q4	$476K	Buy	+14,795	New	+$507K	0.55%	16

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 $33.2B AUM 38.15% 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

Schneider Downs Wealth Management Advisors's EEM Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 4,051 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #144.

Schneider Downs Wealth Management Advisors first reported a position in EEM in Q4 2015 and has held it in 15 quarters since. The position peaked at $476K in Q4 2015. 1,610 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Schneider Downs Wealth Management Advisors held 4,051 shares of iShares MSCI Emerging Markets ETF worth $230K as of Q1 2026.
Schneider Downs Wealth Management Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #144 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2015 and has held it in 15 quarters since.
Schneider Downs Wealth Management Advisors's iShares MSCI Emerging Markets ETF position peaked at $476K in Q4 2015.
1,610 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.