TDWM
EEM icon

Topel & Distasi Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Topel & Distasi Wealth Management’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 		$376K Sell
5,492
-739
-12% -$48.3K 0.18% 47
2026
Q1 		$354K Hold
6,231
– – 0.18% 47
2025
Q4 		$341K Sell
6,231
-233
-4% -$12.7K 0.17% 54
2025
Q3 		$345K Hold
6,464
– – 0.17% 53
2025
Q2 		$312K Buy
6,464
+152
+2% +$6.83K 0.16% 56
2025
Q1 		$276K Sell
6,312
-16,774
-73% -$729K 0.13% 69
2024
Q4 		$965K Sell
23,086
-6,505
-22% -$288K 0.41% 50
2024
Q3 		$1.36M Buy
29,591
+23,209
+364% +$1M 0.56% 38
2024
Q2 		$272K Sell
6,382
-30
-0.5% -$1.26K 0.12% 70
2024
Q1 		$263K Sell
6,412
-12,365
-66% -$492K 0.12% 69
2023
Q4 		$755K Buy
18,777
+7,483
+66% +$289K 0.36% 50
2023
Q3 		$429K Buy
11,294
+157
+1% +$6.22K 0.22% 56
2023
Q2 		$441K Sell
11,137
-13
-0.1% -$511 0.22% 56
2023
Q1 		$440K Buy
11,150
+747
+7% +$29.7K 0.23% 56
2022
Q4 		$394K Hold
10,403
– – 0.22% 58
2022
Q3 		$395K Buy
10,403
+2,348
+29% +$91.6K 0.22% 60
2022
Q2 		$323K Buy
8,055
+10
+0.1% +$420 0.19% 59
2022
Q1 		$363K Buy
8,045
+153
+2% +$7.22K 0.15% 65
2021
Q4 		$386K Buy
+7,892
New +$397K 0.16% 66

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

Topel & Distasi Wealth Management's EEM Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 12% in Q2 2026, selling an estimated $48.3K and leaving 5,492 shares worth $376K. The position accounts for 0.18% of the portfolio, ranked #47.

Topel & Distasi Wealth Management first reported a position in EEM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q3 2024. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Topel & Distasi Wealth Management held 5,492 shares of iShares MSCI Emerging Markets ETF worth $376K as of Q2 2026.
  • Topel & Distasi Wealth Management sold 739 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $48.3K.
  • iShares MSCI Emerging Markets ETF made up 0.18% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.36M in Q3 2024.
  • 1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.