Summit Securities Group’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 |
-26,901
| Closed | -$1.47M | – | 1135 |
|
|
2025
Q4 | $1.47M | Sell |
26,901
-49,181
| -65% | -$2.67M | 0.19% | 92 |
|
|
2025
Q3 | $4.06M | Buy |
+76,082
| New | +$3.82M | 0.84% | 26 |
|
|
2025
Q1 | – | Sell |
-11,600
| Closed | -$485K | – | 873 |
|
|
2024
Q4 | $485K | Buy |
+11,600
| New | +$514K | 0.1% | 139 |
|
|
2024
Q1 | – | Sell |
-39,000
| Closed | -$1.57M | – | 583 |
|
|
2023
Q4 | $1.57M | Buy |
+39,000
| New | +$1.51M | 0.14% | 103 |
|
|
2023
Q2 | – | Sell |
-456,300
| Closed | -$17.9M | – | 937 |
|
|
2023
Q1 | $18M | Buy |
+456,300
| New | +$18.1M | 1.48% | 20 |
|
|
2022
Q4 | – | Sell |
-9,400
| Closed | -$347K | – | 1209 |
|
|
2022
Q3 | $328K | Hold |
9,400
| – | – | 0.02% | 323 |
|
|
2022
Q2 | $377K | Sell |
9,400
-5,300
| -36% | -$222K | 0.05% | 218 |
|
|
2022
Q1 | $664K | Buy |
+14,700
| New | +$694K | 0.07% | 195 |
|
|
2021
Q4 | – | Sell |
-6,000
| Closed | -$302K | – | 843 |
|
|
2021
Q3 | $302K | Sell |
6,000
-100
| -2% | -$5.21K | 0.02% | 531 |
|
|
2021
Q2 | $336K | Buy |
6,100
+900
| +17% | +$48.9K | 0.03% | 491 |
|
|
2021
Q1 | $277K | Sell |
5,200
-48,800
| -90% | -$2.67M | 0.03% | 456 |
|
|
2020
Q4 | $2.79M | Buy |
+54,000
| New | +$2.6M | 0.24% | 110 |
|
|
2020
Q1 | – | Sell |
-72,900
| Closed | -$2.99M | – | 338 |
|
|
2019
Q4 | $3.27M | Buy |
+72,900
| New | +$3.13M | 0.25% | 95 |
|
|
2019
Q1 | – | Sell |
-23,100
| Closed | -$902K | – | 242 |
|
|
2018
Q4 | $902K | Buy |
+23,100
| New | +$925K | 0.08% | 148 |
|
|
2018
Q1 | – | Sell |
-31,700
| Closed | -$1.49M | – | 172 |
|
|
2017
Q4 | $1.49M | Buy |
+31,700
| New | +$1.47M | 0.18% | 47 |
|
|
2017
Q1 | – | Sell |
-6,200
| Closed | -$217K | – | 319 |
|
|
2016
Q4 | $217K | Buy |
+6,200
| New | +$224K | 0.05% | 247 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$6.86K | – | 324 |
|
|
2015
Q3 | $7K | Sell |
200
-1,900
| -90% | -$67.1K | 0.01% | 274 |
|
|
2015
Q2 | $83K | Buy |
+2,100
| New | +$87.8K | 0.04% | 149 |
|
|
2015
Q1 | – | Sell |
-20,900
| Closed | -$821K | – | 448 |
|
|
2014
Q4 | $821K | Buy |
20,900
+5,800
| +38% | +$236K | 0.24% | 77 |
|
|
2014
Q3 | $628K | Sell |
15,100
-15,700
| -51% | -$694K | 0.18% | 88 |
|
|
2014
Q2 | $1.33M | Buy |
+30,800
| New | +$1.31M | 0.46% | 40 |
|
|
2014
Q1 | – | Sell |
-70,000
| Closed | -$2.92M | – | 448 |
|
|
2013
Q4 | $2.92M | Buy |
70,000
+68,400
| +4,275% | +$2.86M | 0.51% | 37 |
|
|
2013
Q3 | $65K | Sell |
1,600
-100
| -6% | -$3.96K | 0.02% | 173 |
|
|
2013
Q2 | $66K | Buy |
+1,700
| New | +$70.5K | 0.03% | 164 |
|
Other funds holding EEM
BOTOTLSJU
Summit Securities Group's EEM Position: Q1 2026 in Review
Summit Securities Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2026, closing a stake of 26,901 shares — an estimated $1.47M sold.
Summit Securities Group first reported a position in EEM in Q2 2013 and held it in 24 quarters. The position peaked at $18M in Q1 2023. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.
- Summit Securities Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
- Summit Securities Group sold 26,901 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.47M.
- Summit Securities Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 24 quarters.
- Summit Securities Group's iShares MSCI Emerging Markets ETF position peaked at $18M in Q1 2023.
- 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.