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 Q2	$7.9M	Buy	115,498 +109,067	+1,696%	+$7.12M	0.09%	234
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 London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Financial's EEM Position: Q2 2026 in Review

Summit Financial increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1,696% in Q2 2026, buying an estimated $7.12M and bringing the position to 115,498 shares worth $7.9M. The position accounts for 0.09% of the portfolio, ranked #234.

Summit Financial first reported a position in EEM in Q4 2021 and has held it in 12 quarters since. 1,651 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Summit Financial held 115,498 shares of iShares MSCI Emerging Markets ETF worth $7.9M as of Q2 2026.
Summit Financial bought 109,067 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $7.12M.
iShares MSCI Emerging Markets ETF made up 0.09% of Summit Financial's portfolio in Q2 2026, its #234 holding.
Summit Financial first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 12 quarters since.
1,651 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.