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Summit Wealth & Retirement Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Summit Wealth & Retirement Planning’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
Q1 		$4.78M Sell
84,144
-1,318
-2% -$77.5K 1.14% 17
2025
Q4 		$4.68M Sell
85,462
-10,020
-10% -$545K 1.1% 19
2025
Q3 		$5.1M Sell
95,482
-5,323
-5% -$267K 1.25% 18
2025
Q2 		$4.86M Sell
100,805
-13,497
-12% -$607K 1.31% 17
2025
Q1 		$4.99M Sell
114,302
-4,130
-3% -$179K 1.53% 16
2024
Q4 		$4.95M Sell
118,432
-1,847
-2% -$81.8K 1.53% 16
2024
Q3 		$5.52M Sell
120,279
-292
-0.2% -$12.6K 1.76% 15
2024
Q2 		$5.14M Sell
120,571
-292
-0.2% -$12.2K 1.75% 14
2024
Q1 		$4.97M Buy
120,863
+6,970
+6% +$277K 1.77% 14
2023
Q4 		$4.58M Buy
113,893
+494
+0.4% +$19.1K 1.93% 14
2023
Q3 		$4.3M Buy
113,399
+451
+0.4% +$17.9K 1.73% 16
2023
Q2 		$4.47M Sell
112,948
-4,298
-4% -$169K 1.76% 16
2023
Q1 		$4.63M Buy
117,246
+16,770
+17% +$667K 1.73% 17
2022
Q4 		$3.81M Buy
100,476
+1,183
+1% +$43.6K 1.55% 16
2022
Q3 		$3.46M Sell
99,293
-10,194
-9% -$398K 1.38% 19
2022
Q2 		$4.39M Buy
109,487
+12,322
+13% +$517K 1.69% 16
2022
Q1 		$4.39M Buy
97,165
+345
+0.4% +$16.3K 1.55% 16
2021
Q4 		$4.73M Buy
96,820
+3,506
+4% +$176K 1.62% 14
2021
Q3 		$4.7M Buy
93,314
+8,603
+10% +$448K 1.72% 14
2021
Q2 		$4.67M Buy
84,711
+4,898
+6% +$266K 1.73% 15
2021
Q1 		$4.26M Buy
79,813
+1,661
+2% +$90.9K 1.58% 17
2020
Q4 		$4.04M Sell
78,152
-4,080
-5% -$196K 1.53% 17
2020
Q3 		$3.63M Sell
82,232
-953
-1% -$41.8K 1.56% 16
2020
Q2 		$3.33M Buy
83,185
+8,766
+12% +$328K 1.56% 17
2020
Q1 		$2.54M Buy
+74,419
New +$3.05M 1.36% 18

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 Wealth & Retirement Planning's EEM Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.5% in Q1 2026, selling an estimated $77.5K and leaving 84,144 shares worth $4.78M. The position accounts for 1.14% of the portfolio, ranked #17.

Summit Wealth & Retirement Planning first reported a position in EEM in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.52M in Q3 2024. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Summit Wealth & Retirement Planning held 84,144 shares of iShares MSCI Emerging Markets ETF worth $4.78M as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 1,318 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $77.5K.
  • iShares MSCI Emerging Markets ETF made up 1.14% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #17 holding.
  • Summit Wealth & Retirement Planning first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 25 quarters since.
  • Summit Wealth & Retirement Planning's iShares MSCI Emerging Markets ETF position peaked at $5.52M in Q3 2024.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.