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Surience Private Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Surience Private Wealth’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 		$1.58M Buy
23,145
+10,854
+88% +$709K 1.39% 26
2026
Q1 		$698K Buy
12,291
+8,306
+208% +$489K 0.75% 30
2025
Q4 		$218K Buy
+3,985
New +$217K 0.23% 32
2023
Q2 		– Sell
-76,101
Closed -$3M – 27
2023
Q1 		$3M Sell
76,101
-42,272
-36% -$1.68M 4.42% 10
2022
Q4 		$4.49M Buy
+118,373
New +$4.37M 5.95% 5

Other funds holding EEM

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Surience Private Wealth's EEM Position: Q2 2026 in Review

Surience Private Wealth increased its iShares MSCI Emerging Markets ETF (EEM) stake by 88% in Q2 2026, buying an estimated $709K and bringing the position to 23,145 shares worth $1.58M. The position accounts for 1.39% of the portfolio, ranked #26.

Surience Private Wealth first reported a position in EEM in Q4 2022 and has held it in 5 quarters since. The position peaked at $4.49M in Q4 2022. 991 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Surience Private Wealth held 23,145 shares of iShares MSCI Emerging Markets ETF worth $1.58M as of Q2 2026.
  • Surience Private Wealth bought 10,854 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $709K.
  • iShares MSCI Emerging Markets ETF made up 1.39% of Surience Private Wealth's portfolio in Q2 2026, its #26 holding.
  • Surience Private Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 5 quarters since.
  • Surience Private Wealth's iShares MSCI Emerging Markets ETF position peaked at $4.49M in Q4 2022.
  • 991 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.