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

Summit Financial’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 		$365K Buy
6,431
+1,281
+25% +$75.3K ﹤0.01% 1104
2025
Q4 		$282K Buy
+5,150
New +$280K ﹤0.01% 1103
2025
Q3 		– Sell
-4,995
Closed -$241K – 1247
2025
Q2 		$241K Buy
+4,995
New +$225K 0.01% 738
2025
Q1 		– Sell
-8,644
Closed -$362K – 716
2024
Q4 		$362K Buy
8,644
+152
+2% +$6.74K 0.01% 498
2024
Q3 		$389K Buy
+8,492
New +$366K 0.02% 415
2023
Q2 		– Sell
-5,105
Closed -$201K – 329
2023
Q1 		$201K Sell
5,105
-1,119
-18% -$44.5K 0.02% 250
2022
Q4 		$236K Sell
6,224
-26,462
-81% -$976K 0.02% 224
2022
Q3 		$1.14M Buy
32,686
+796
+2% +$31.1K 0.11% 92
2022
Q2 		$1.28M Buy
31,890
+2,320
+8% +$97.3K 0.12% 81
2022
Q1 		$1.34M Sell
29,570
-13,136
-31% -$620K 0.1% 95
2021
Q4 		$2.09M Buy
+42,706
New +$2.15M 0.16% 55

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
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's EEM Position: Q1 2026 in Review

Summit Financial increased its iShares MSCI Emerging Markets ETF (EEM) stake by 25% in Q1 2026, buying an estimated $75.3K and bringing the position to 6,431 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Summit Financial first reported a position in EEM in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.09M in Q4 2021. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Summit Financial held 6,431 shares of iShares MSCI Emerging Markets ETF worth $365K as of Q1 2026.
  • Summit Financial bought 1,281 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $75.3K.
  • iShares MSCI Emerging Markets ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1104 holding.
  • Summit Financial first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 11 quarters since.
  • Summit Financial's iShares MSCI Emerging Markets ETF position peaked at $2.09M in Q4 2021.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.