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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
2024
Q1 		– Sell
-110,000
Closed -$4.42M – 584
2023
Q4 		$4.42M Sell
110,000
-190,000
-63% -$7.34M 0.4% 46
2023
Q3 		$11.4M Sell
300,000
-200,000
-40% -$7.92M 1.17% 20
2023
Q2 		$19.8M Sell
500,000
-820,000
-62% -$32.2M 2.58% 8
2023
Q1 		$52.1M Buy
1,320,000
+265,000
+25% +$10.5M 4.28% 4
2022
Q4 		$40M Buy
1,055,000
+1,047,000
+13,088% +$38.6M 1.5% 13
2022
Q3 		$279K Hold
8,000
– – 0.02% 359
2022
Q2 		$321K Buy
+8,000
New +$336K 0.04% 241
2022
Q1 		– Sell
-16,500
Closed -$806K – 1162
2021
Q4 		$806K Buy
+16,500
New +$830K 0.04% 275
2021
Q1 		– Sell
-787
Closed -$4.07M – 609
2020
Q4 		$4.07M Buy
+787
New +$37.8K 0.34% 74
2020
Q2 		– Sell
-134
Closed -$458K – 426
2020
Q1 		$458K Sell
134
-1,103
-89% -$45.3K 0.08% 168
2019
Q4 		$5.55M Buy
+1,237
New +$53.1K 0.42% 56
2019
Q1 		– Sell
-267
Closed -$1.04M – 243
2018
Q4 		$1.04M Buy
+267
New +$10.7K 0.09% 133
2014
Q4 		– Sell
-151
Closed -$3K – 634
2014
Q3 		$3K Sell
151
-138
-48% -$6.1K ﹤0.01% 592
2014
Q2 		$5K Buy
+289
New +$12.3K ﹤0.01% 439
2014
Q1 		– Sell
-716
Closed -$3K – 449
2013
Q4 		$3K Buy
+716
New +$30K ﹤0.01% 417

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 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.