Smith & Howard Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-500
Closed -$22.5K 91
2025
Q4
$22.5K Hold
500
0.01% 92
2025
Q3
$22.5K Buy
+500
New +$25.1K 0.01% 89

Other funds holding EEM

Smith & Howard Wealth Management's EEM Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 113% in Q1 2026, buying an estimated $488K and bringing the position to 15,629 shares worth $842K. The position accounts for 0.18% of the portfolio, ranked #40.

Smith & Howard Wealth Management first reported a position in EEM in Q2 2013 and has held it in 36 quarters since. The position peaked at $10M in Q1 2015. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Smith & Howard Wealth Management held 15,629 shares of iShares MSCI Emerging Markets ETF worth $842K as of Q1 2026.
  • Smith & Howard Wealth Management bought 8,292 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $488K.
  • iShares MSCI Emerging Markets ETF made up 0.18% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Smith & Howard Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 36 quarters since.
  • Smith & Howard Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $10M in Q1 2015.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.