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

Summit Financial Strategies’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 		$499K Hold
7,296
– – 0.04% 99
2026
Q1 		$414K Sell
7,296
-1,220
-14% -$71.8K 0.03% 106
2025
Q4 		$466K Hold
8,516
– – 0.04% 97
2025
Q3 		$455K Hold
8,516
– – 0.04% 97
2025
Q2 		$411K Hold
8,516
– – 0.04% 99
2025
Q1 		$372K Hold
8,516
– – 0.04% 100
2024
Q4 		$356K Hold
8,516
– – 0.04% 102
2024
Q3 		$391K Hold
8,516
– – 0.04% 99
2024
Q2 		$363K Hold
8,516
– – 0.05% 100
2024
Q1 		$350K Hold
8,516
– – 0.05% 101
2023
Q4 		$342K Sell
8,516
-1,676
-16% -$64.7K 0.05% 98
2023
Q3 		$387K Hold
10,192
– – 0.07% 80
2023
Q2 		$403K Sell
10,192
-2,295
-18% -$90.3K 0.08% 78
2023
Q1 		$493K Buy
12,487
+218
+2% +$8.67K 0.1% 69
2022
Q4 		$465K Buy
12,269
+3,098
+34% +$114K 0.1% 70
2022
Q3 		$320K Sell
9,171
-3,639
-28% -$142K 0.08% 85
2022
Q2 		$514K Sell
12,810
-2,951
-19% -$124K 0.12% 61
2022
Q1 		$712K Buy
15,761
+159
+1% +$7.5K 0.14% 45
2021
Q4 		$762K Sell
15,602
-3,766
-19% -$189K 0.15% 49
2021
Q3 		$976K Buy
19,368
+18
+0.1% +$937 0.19% 40
2021
Q2 		$1.07M Buy
19,350
+3,059
+19% +$166K 0.21% 37
2021
Q1 		$869K Hold
16,291
– – 0.31% 22
2020
Q4 		$842K Buy
16,291
+39
+0.2% +$1.88K 0.29% 28
2020
Q3 		$717K Hold
16,252
– – 0.29% 28
2020
Q2 		$650K Buy
16,252
+2,408
+17% +$90.1K 0.29% 26
2020
Q1 		$472K Buy
+13,844
New +$568K 0.26% 28
2016
Q1 		– Sell
-11,374
Closed -$366K – 46
2015
Q4 		$366K Sell
11,374
-1,501
-12% -$51.5K 0.28% 31
2015
Q3 		$422K Buy
+12,875
New +$455K 0.35% 25

Other funds holding EEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Summit Financial Strategies's EEM Position: Q2 2026 in Review

Summit Financial Strategies held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 7,296 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #99.

Summit Financial Strategies first reported a position in EEM in Q3 2015 and has held it in 28 quarters since. The position peaked at $1.07M in Q2 2021. 1,064 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Summit Financial Strategies held 7,296 shares of iShares MSCI Emerging Markets ETF worth $499K as of Q2 2026.
  • Summit Financial Strategies left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.04% of Summit Financial Strategies's portfolio in Q2 2026, its #99 holding.
  • Summit Financial Strategies first reported a position in iShares MSCI Emerging Markets ETF in Q3 2015 and has held it in 28 quarters since.
  • Summit Financial Strategies's iShares MSCI Emerging Markets ETF position peaked at $1.07M in Q2 2021.
  • 1,064 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.