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

Summit Securities Group’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
2023 Q1	–	Sell	-306,400	Closed	-$11.6M	–	936
2022 Q4	$11.6M	Buy	+306,400	New	+$11.3M	0.44%	50
2021 Q1	–	Sell	-1,390	Closed	-$7.18M	–	608
2020 Q4	$7.18M	Buy	+1,390	New	+$66.8K	0.6%	34
2020 Q2	–	Sell	-165	Closed	-$563K	–	425
2020 Q1	$563K	Sell	165 -1,865	-92%	-$76.5K	0.1%	156
2019 Q4	$9.11M	Buy	+2,030	New	+$87.1K	0.69%	33
2019 Q1	–	Sell	-1,210	Closed	-$4.73M	–	241
2018 Q4	$4.73M	Buy	+1,210	New	+$48.5K	0.41%	42

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 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.