Smallwood Wealth Investment Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Smallwood Wealth Investment Management’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	$56.9K	Sell	832 -106	-11%	-$6.92K	0.02%	184
2026 Q1	$53.3K	Buy	938 +106	+13%	+$6.24K	0.03%	175
2025 Q4	$45.5K	Sell	832 -105	-11%	-$5.71K	0.02%	183
2025 Q3	$50K	Hold	937	–	–	0.03%	177
2025 Q2	$45.2K	Hold	937	–	–	0.03%	178
2025 Q1	$40.9K	Buy	+937	New	+$40.7K	0.03%	177
2022 Q4	–	Sell	-37,105	Closed	-$1.29M	–	77
2022 Q3	$1.29M	Sell	37,105 -39,016	-51%	-$1.52M	1.16%	19
2022 Q2	$3.05M	Sell	76,121 -267	-0.3%	-$11.2K	3.09%	6
2022 Q1	$3.45M	Sell	76,388 -415	-0.5%	-$19.6K	3.26%	6
2021 Q4	$3.75M	Buy	+76,803	New	+$3.86M	3.49%	6

Other funds holding EEM

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Smallwood Wealth Investment Management's EEM Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 11% in Q2 2026, selling an estimated $6.92K and leaving 832 shares worth $56.9K. The position accounts for 0.02% of the portfolio, ranked #184.

Smallwood Wealth Investment Management first reported a position in EEM in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.75M in Q4 2021. 718 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Smallwood Wealth Investment Management held 832 shares of iShares MSCI Emerging Markets ETF worth $56.9K as of Q2 2026.
Smallwood Wealth Investment Management sold 106 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $6.92K.
iShares MSCI Emerging Markets ETF made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #184 holding.
Smallwood Wealth Investment Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 10 quarters since.
Smallwood Wealth Investment Management's iShares MSCI Emerging Markets ETF position peaked at $3.75M in Q4 2021.
718 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.