Westmount Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Westmount Partners’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	$751K	Sell	10,977 -8,528	-44%	-$557K	0.16%	112
2026 Q1	$1.11M	Buy	19,505 +8,866	+83%	+$521K	0.27%	78
2025 Q4	$582K	Sell	10,639 -255	-2%	-$13.9K	0.15%	117
2025 Q3	$586K	Buy	10,894 +218	+2%	+$10.9K	0.15%	118
2025 Q2	$515K	Sell	10,676 -297	-3%	-$13.4K	0.14%	124
2025 Q1	$480K	Buy	10,973 +6	+0.1%	+$261	0.15%	129
2024 Q4	$459K	Buy	10,967 +2,175	+25%	+$96.4K	0.14%	125
2024 Q3	$403K	Buy	8,792 +159	+2%	+$6.86K	0.12%	139
2024 Q2	$369K	Buy	8,633 +331	+4%	+$13.9K	0.12%	137
2024 Q1	$341K	Sell	8,302 -526	-6%	-$20.9K	0.12%	148
2023 Q4	$355K	Buy	8,828 +705	+9%	+$27.2K	0.14%	137
2023 Q3	$308K	Sell	8,123 -789	-9%	-$31.2K	0.14%	149
2023 Q2	$353K	Buy	8,912 +101	+1%	+$3.97K	0.15%	135
2023 Q1	$348K	Buy	8,811 +1,030	+13%	+$41K	0.16%	131
2022 Q4	$295K	Buy	+7,781	New	+$287K	0.15%	133

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Westmount Partners's EEM Position: Q2 2026 in Review

Westmount Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 44% in Q2 2026, selling an estimated $557K and leaving 10,977 shares worth $751K. The position accounts for 0.16% of the portfolio, ranked #112.

Westmount Partners first reported a position in EEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Westmount Partners held 10,977 shares of iShares MSCI Emerging Markets ETF worth $751K as of Q2 2026.
Westmount Partners sold 8,528 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $557K.
iShares MSCI Emerging Markets ETF made up 0.16% of Westmount Partners's portfolio in Q2 2026, its #112 holding.
Westmount Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's iShares MSCI Emerging Markets ETF position peaked at $1.11M in Q1 2026.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.