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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
Q2 		$5.19M Sell
75,857
-8,287
-10% -$541K 1.1% 18
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 $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Wealth & Retirement Planning's EEM Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 9.8% in Q2 2026, selling an estimated $541K and leaving 75,857 shares worth $5.19M. The position accounts for 1.1% of the portfolio, ranked #18.

Summit Wealth & Retirement Planning first reported a position in EEM in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.52M in Q3 2024. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Summit Wealth & Retirement Planning held 75,857 shares of iShares MSCI Emerging Markets ETF worth $5.19M as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 8,287 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $541K.
  • iShares MSCI Emerging Markets ETF made up 1.1% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #18 holding.
  • Summit Wealth & Retirement Planning first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 26 quarters since.
  • Summit Wealth & Retirement Planning's iShares MSCI Emerging Markets ETF position peaked at $5.52M in Q3 2024.
  • 1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.