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

Summit Wealth Partners’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	$646K	Buy	9,450 +1,839	+24%	+$120K	0.09%	147
2026 Q1	$432K	Buy	+7,611	New	+$448K	0.07%	179
2022 Q3	–	Sell	-5,194	Closed	-$208K	–	162
2022 Q2	$208K	Buy	5,194 +7	+0.1%	+$294	0.06%	155
2022 Q1	$234K	Hold	5,187	–	–	0.05%	150
2021 Q4	$253K	Sell	5,187 -182	-3%	-$9.16K	0.05%	139
2021 Q3	$270K	Sell	5,369 -928	-15%	-$48.3K	0.06%	129
2021 Q2	$347K	Sell	6,297 -539	-8%	-$29.3K	0.08%	112
2021 Q1	$365K	Buy	6,836 +481	+8%	+$26.3K	0.09%	106
2020 Q4	$328K	Sell	6,355 -3,163	-33%	-$152K	0.09%	108
2020 Q3	$420K	Sell	9,518 -851	-8%	-$37.3K	0.13%	99
2020 Q2	$415K	Buy	10,369 +83	+0.8%	+$3.11K	0.13%	97
2020 Q1	$351K	Buy	10,286 +737	+8%	+$30.2K	0.14%	77
2019 Q4	$428K	Buy	+9,549	New	+$410K	0.15%	72

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 Wealth Partners's EEM Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares MSCI Emerging Markets ETF (EEM) stake by 24% in Q2 2026, buying an estimated $120K and bringing the position to 9,450 shares worth $646K. The position accounts for 0.09% of the portfolio, ranked #147.

Summit Wealth Partners first reported a position in EEM in Q4 2019 and has held it in 13 quarters since. 1,648 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Summit Wealth Partners held 9,450 shares of iShares MSCI Emerging Markets ETF worth $646K as of Q2 2026.
Summit Wealth Partners bought 1,839 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $120K.
iShares MSCI Emerging Markets ETF made up 0.09% of Summit Wealth Partners's portfolio in Q2 2026, its #147 holding.
Summit Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 13 quarters since.
1,648 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.