Summit Financial Consulting’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Summit Financial Consulting’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	$7.61M	Sell	134,070 -3,134	-2%	-$184K	5.45%	5
2025 Q4	$7.51M	Buy	137,204 +11,666	+9%	+$634K	5.45%	5
2025 Q3	$6.7M	Buy	125,538 +78,699	+168%	+$3.95M	5.35%	7
2025 Q2	$2.26M	Buy	+46,839	New	+$2.11M	2.03%	10

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 $30B AUM 26.86% 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

Summit Financial Consulting's EEM Position: Q1 2026 in Review

Summit Financial Consulting reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.3% in Q1 2026, selling an estimated $184K and leaving 134,070 shares worth $7.61M. The position accounts for 5.45% of the portfolio, ranked #5.

Summit Financial Consulting first reported a position in EEM in Q2 2025 and has held it in 4 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Summit Financial Consulting held 134,070 shares of iShares MSCI Emerging Markets ETF worth $7.61M as of Q1 2026.
Summit Financial Consulting sold 3,134 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $184K.
iShares MSCI Emerging Markets ETF made up 5.45% of Summit Financial Consulting's portfolio in Q1 2026, its #5 holding.
Summit Financial Consulting first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 4 quarters since.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.