Welch & Forbes’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.59M | Buy |
23,245
+900
| +4% | +$58.8K | 0.02% | 197 |
|
|
2026
Q1 | $1.27M | Buy |
22,345
+6,913
| +45% | +$407K | 0.02% | 206 |
|
|
2025
Q4 | $844K | Buy |
15,432
+200
| +1% | +$10.9K | 0.01% | 238 |
|
|
2025
Q3 | $813K | Sell |
15,232
-395
| -3% | -$19.8K | 0.01% | 241 |
|
|
2025
Q2 | $754K | Sell |
15,627
-1,465
| -9% | -$65.9K | 0.01% | 249 |
|
|
2025
Q1 | $747K | Buy |
17,092
+797
| +5% | +$34.6K | 0.01% | 243 |
|
|
2024
Q4 | $681K | Sell |
16,295
-2,930
| -15% | -$130K | 0.01% | 255 |
|
|
2024
Q3 | $882K | Sell |
19,225
-1,000
| -5% | -$43.1K | 0.01% | 239 |
|
|
2024
Q2 | $881K | Sell |
20,225
-987
| -5% | -$41.4K | 0.01% | 233 |
|
|
2024
Q1 | $871K | Sell |
21,212
-5,215
| -20% | -$208K | 0.01% | 237 |
|
|
2023
Q4 | $1.06M | Hold |
26,427
| – | – | 0.02% | 222 |
|
|
2023
Q3 | $1M | Sell |
26,427
-1,008
| -4% | -$39.9K | 0.02% | 223 |
|
|
2023
Q2 | $1.09M | Sell |
27,435
-292
| -1% | -$11.5K | 0.02% | 221 |
|
|
2023
Q1 | $1.09M | Sell |
27,727
-2,115
| -7% | -$84.1K | 0.02% | 219 |
|
|
2022
Q4 | $1.13M | Sell |
29,842
-13,580
| -31% | -$501K | 0.02% | 216 |
|
|
2022
Q3 | $1.51M | Sell |
43,422
-3,350
| -7% | -$131K | 0.03% | 190 |
|
|
2022
Q2 | $1.88M | Sell |
46,772
-197
| -0.4% | -$8.26K | 0.03% | 182 |
|
|
2022
Q1 | $2.12M | Sell |
46,969
-3,301
| -7% | -$156K | 0.03% | 177 |
|
|
2021
Q4 | $2.46M | Sell |
50,270
-1,418
| -3% | -$71.3K | 0.04% | 169 |
|
|
2021
Q3 | $2.6M | Sell |
51,688
-485
| -0.9% | -$25.2K | 0.04% | 164 |
|
|
2021
Q2 | $2.88M | Buy |
52,173
+166
| +0.3% | +$9.02K | 0.05% | 157 |
|
|
2021
Q1 | $2.77M | Buy |
52,007
+6,060
| +13% | +$332K | 0.05% | 153 |
|
|
2020
Q4 | $2.37M | Buy |
45,947
+400
| +0.9% | +$19.2K | 0.05% | 156 |
|
|
2020
Q3 | $2.01M | Sell |
45,547
-650
| -1% | -$28.5K | 0.04% | 154 |
|
|
2020
Q2 | $1.85M | Buy |
46,197
+10,495
| +29% | +$393K | 0.04% | 160 |
|
|
2020
Q1 | $1.22M | Sell |
35,702
-13,025
| -27% | -$534K | 0.03% | 178 |
|
|
2019
Q4 | $2.19M | Sell |
48,727
-5,050
| -9% | -$217K | 0.05% | 165 |
|
|
2019
Q3 | $2.2M | Sell |
53,777
-3,740
| -7% | -$154K | 0.05% | 159 |
|
|
2019
Q2 | $2.47M | Sell |
57,517
-3,495
| -6% | -$148K | 0.06% | 158 |
|
|
2019
Q1 | $2.62M | Sell |
61,012
-350
| -0.6% | -$14.7K | 0.07% | 156 |
|
|
2018
Q4 | $2.4M | Sell |
61,362
-3,460
| -5% | -$139K | 0.07% | 152 |
|
|
2018
Q3 | $2.78M | Sell |
64,822
-750
| -1% | -$32.4K | 0.07% | 157 |
|
|
2018
Q2 | $2.84M | Sell |
65,572
-3,110
| -5% | -$144K | 0.07% | 151 |
|
|
2018
Q1 | $3.32M | Buy |
68,682
+2,750
| +4% | +$135K | 0.09% | 146 |
|
|
2017
Q4 | $3.11M | Buy |
65,932
+5,906
| +10% | +$273K | 0.08% | 139 |
|
|
2017
Q3 | $2.69M | Buy |
60,026
+1,850
| +3% | +$81.4K | 0.07% | 152 |
|
|
2017
Q2 | $2.41M | Buy |
58,176
+686
| +1% | +$27.9K | 0.07% | 151 |
|
|
2017
Q1 | $2.26M | Sell |
57,490
-3,361
| -6% | -$128K | 0.06% | 156 |
|
|
2016
Q4 | $2.13M | Sell |
60,851
-8,478
| -12% | -$306K | 0.06% | 157 |
|
|
2016
Q3 | $2.6M | Sell |
69,329
-5,280
| -7% | -$193K | 0.09% | 126 |
|
|
2016
Q2 | $2.56M | Buy |
74,609
+2,843
| +4% | +$95.5K | 0.08% | 141 |
|
|
2016
Q1 | $2.46M | Sell |
71,766
-10,960
| -13% | -$340K | 0.08% | 145 |
|
|
2015
Q4 | $2.66M | Sell |
82,726
-10,730
| -11% | -$368K | 0.09% | 140 |
|
|
2015
Q3 | $3.06M | Sell |
93,456
-54,392
| -37% | -$1.92M | 0.1% | 142 |
|
|
2015
Q2 | $5.86M | Sell |
147,848
-330
| -0.2% | -$13.8K | 0.18% | 113 |
|
|
2015
Q1 | $5.95M | Sell |
148,178
-18,639
| -11% | -$741K | 0.18% | 116 |
|
|
2014
Q4 | $6.55M | Sell |
166,817
-9,926
| -6% | -$403K | 0.19% | 114 |
|
|
2014
Q3 | $7.34M | Sell |
176,743
-7,430
| -4% | -$329K | 0.22% | 101 |
|
|
2014
Q2 | $7.96M | Sell |
184,173
-4,490
| -2% | -$191K | 0.25% | 97 |
|
|
2014
Q1 | $7.74M | Sell |
188,663
-3,635
| -2% | -$143K | 0.25% | 98 |
|
|
2013
Q4 | $8.04M | Buy |
192,298
+1,825
| +1% | +$76.4K | 0.25% | 95 |
|
|
2013
Q3 | $7.76M | Sell |
190,473
-5,255
| -3% | -$208K | 0.26% | 97 |
|
|
2013
Q2 | $7.54M | Buy |
+195,728
| New | +$8.12M | 0.27% | 95 |
|
Other funds holding EEM
Welch & Forbes's EEM Position: Q2 2026 in Review
Welch & Forbes increased its iShares MSCI Emerging Markets ETF (EEM) stake by 4% in Q2 2026, buying an estimated $58.8K and bringing the position to 23,245 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #197.
Welch & Forbes first reported a position in EEM in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.04M in Q4 2013. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.
- Welch & Forbes held 23,245 shares of iShares MSCI Emerging Markets ETF worth $1.59M as of Q2 2026.
- Welch & Forbes bought 900 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $58.8K.
- iShares MSCI Emerging Markets ETF made up 0.02% of Welch & Forbes's portfolio in Q2 2026, its #197 holding.
- Welch & Forbes first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
- Welch & Forbes's iShares MSCI Emerging Markets ETF position peaked at $8.04M in Q4 2013.
- 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.