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Simon Quick Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Simon Quick 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 		$1.71M Buy
24,948
+89
+0.4% +$5.81K 0.07% 161
2026
Q1 		$1.41M Hold
24,859
– – 0.06% 169
2025
Q4 		$1.36M Buy
24,859
+258
+1% +$14K 0.06% 168
2025
Q3 		$1.31M Buy
24,601
+430
+2% +$21.6K 0.06% 170
2025
Q2 		$1.17M Sell
24,171
-6
-0% -$270 0.06% 173
2025
Q1 		$1.06M Sell
24,177
-141
-0.6% -$6.12K 0.06% 165
2024
Q4 		$1.02M Sell
24,318
-2,808
-10% -$124K 0.06% 148
2024
Q3 		$1.24M Buy
27,126
+120
+0.4% +$5.17K 0.08% 118
2024
Q2 		$1.15M Buy
27,006
+791
+3% +$33.2K 0.08% 118
2024
Q1 		$1.08M Sell
26,215
-44,683
-63% -$1.78M 0.08% 122
2023
Q4 		$2.85M Sell
70,898
-261
-0.4% -$10.1K 0.25% 60
2023
Q3 		$2.7M Sell
71,159
-6,471
-8% -$256K 0.25% 59
2023
Q2 		$3.07M Sell
77,630
-3,394
-4% -$133K 0.28% 54
2023
Q1 		$3.2M Sell
81,024
-1,238
-2% -$49.2K 0.35% 49
2022
Q4 		$3.12M Buy
82,262
+38,290
+87% +$1.41M 0.37% 45
2022
Q3 		$1.53M Sell
43,972
-2,126
-5% -$83K 0.22% 65
2022
Q2 		$1.85M Sell
46,098
-21,454
-32% -$900K 0.24% 62
2022
Q1 		$3.05M Sell
67,552
-198,487
-75% -$9.37M 0.86% 19
2021
Q4 		$13M Buy
266,039
+256,375
+2,653% +$12.9M 3.47% 7
2021
Q3 		$486K Hold
9,664
– – 0.13% 78
2021
Q2 		$533K Sell
9,664
-200
-2% -$10.9K 0.14% 65
2021
Q1 		$526K Hold
9,864
– – 0.15% 61
2020
Q4 		$510K Buy
9,864
+100
+1% +$4.81K 0.15% 62
2020
Q3 		$431K Sell
9,764
-1,396
-13% -$61.2K 0.12% 55
2020
Q2 		$446K Sell
11,160
-10,583
-49% -$396K 0.17% 46
2020
Q1 		$742K Sell
21,743
-3,833
-15% -$157K 0.28% 38
2019
Q4 		$1.15M Sell
25,576
-116,833
-82% -$5.01M 0.42% 37
2019
Q3 		$5.82M Sell
142,409
-1,000
-0.7% -$41.3K 2.57% 13
2019
Q2 		$6.15M Sell
143,409
-5,223
-4% -$222K 3.12% 10
2019
Q1 		$6.38M Sell
148,632
-80,093
-35% -$3.37M 2.66% 11
2018
Q4 		$8.93M Buy
228,725
+215,060
+1,574% +$8.61M 3.25% 10
2018
Q3 		$587K Buy
+13,665
New +$590K 0.24% 40
2017
Q4 		– Sell
-5,686
Closed -$255K – 473
2017
Q3 		$255K Hold
5,686
– – 0.09% 99
2017
Q2 		$235K Sell
5,686
-1,314
-19% -$53.5K 0.13% 63
2017
Q1 		$276K Buy
+7,000
New +$266K 0.16% 65

Other funds holding EEM

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Simon Quick Advisors's EEM Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.36% in Q2 2026, buying an estimated $5.81K and bringing the position to 24,948 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #161.

Simon Quick Advisors first reported a position in EEM in Q1 2017 and has held it in 35 quarters since. The position peaked at $13M in Q4 2021. 767 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Simon Quick Advisors held 24,948 shares of iShares MSCI Emerging Markets ETF worth $1.71M as of Q2 2026.
  • Simon Quick Advisors bought 89 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $5.81K.
  • iShares MSCI Emerging Markets ETF made up 0.07% of Simon Quick Advisors's portfolio in Q2 2026, its #161 holding.
  • Simon Quick Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2017 and has held it in 35 quarters since.
  • Simon Quick Advisors's iShares MSCI Emerging Markets ETF position peaked at $13M in Q4 2021.
  • 767 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.