Whittier Trust’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 | $8.97M | Buy |
132,714
+7,677
| +6% | +$501K | 0.09% | 160 |
|
|
2026
Q1 | $7.14M | Buy |
125,037
+10,719
| +9% | +$630K | 0.08% | 169 |
|
|
2025
Q4 | $6.55M | Buy |
114,318
+9,639
| +9% | +$524K | 0.07% | 174 |
|
|
2025
Q3 | $5.68M | Sell |
104,679
-6,619
| -6% | -$332K | 0.06% | 187 |
|
|
2025
Q2 | $5.37M | Buy |
111,298
+707
| +0.6% | +$31.8K | 0.06% | 203 |
|
|
2025
Q1 | $4.83M | Buy |
110,591
+6,339
| +6% | +$275K | 0.07% | 203 |
|
|
2024
Q4 | $4.36M | Sell |
104,252
-5,068
| -5% | -$225K | 0.06% | 212 |
|
|
2024
Q3 | $5.01M | Sell |
109,320
-10,426
| -9% | -$450K | 0.07% | 207 |
|
|
2024
Q2 | $5.1M | Sell |
119,746
-1,065
| -0.9% | -$44.7K | 0.07% | 195 |
|
|
2024
Q1 | $4.96M | Sell |
120,811
-5,961
| -5% | -$237K | 0.07% | 198 |
|
|
2023
Q4 | $5.1M | Sell |
126,772
-5,343
| -4% | -$206K | 0.08% | 192 |
|
|
2023
Q3 | $5.01M | Buy |
132,115
+411
| +0.3% | +$16.3K | 0.09% | 183 |
|
|
2023
Q2 | $5.21M | Sell |
131,704
-4,179
| -3% | -$164K | 0.09% | 185 |
|
|
2023
Q1 | $5.36M | Buy |
135,883
+1,119
| +0.8% | +$44.5K | 0.1% | 180 |
|
|
2022
Q4 | $5.11M | Sell |
134,764
-7,020
| -5% | -$259K | 0.1% | 182 |
|
|
2022
Q3 | $4.95M | Sell |
141,784
-1,644
| -1% | -$64.2K | 0.1% | 185 |
|
|
2022
Q2 | $5.75M | Sell |
143,428
-703
| -0.5% | -$29.5K | 0.12% | 165 |
|
|
2022
Q1 | $6.51M | Sell |
144,131
-1,772
| -1% | -$83.6K | 0.11% | 167 |
|
|
2021
Q4 | $7.13M | Sell |
145,903
-507
| -0.3% | -$25.5K | 0.12% | 161 |
|
|
2021
Q3 | $7.38M | Buy |
146,410
+1,084
| +0.7% | +$56.4K | 0.13% | 149 |
|
|
2021
Q2 | $8.01M | Sell |
145,326
-1,614
| -1% | -$87.7K | 0.14% | 145 |
|
|
2021
Q1 | $7.84M | Sell |
146,940
-18,795
| -11% | -$1.03M | 0.15% | 136 |
|
|
2020
Q4 | $8.56M | Sell |
165,735
-3,925
| -2% | -$189K | 0.18% | 122 |
|
|
2020
Q3 | $7.48M | Sell |
169,660
-27,383
| -14% | -$1.2M | 0.18% | 123 |
|
|
2020
Q2 | $7.88M | Sell |
197,043
-23,465
| -11% | -$878K | 0.22% | 112 |
|
|
2020
Q1 | $7.53M | Sell |
220,508
-1,738
| -0.8% | -$71.3K | 0.25% | 99 |
|
|
2019
Q4 | $9.97M | Sell |
222,246
-7,737
| -3% | -$332K | 0.26% | 96 |
|
|
2019
Q3 | $9.4M | Sell |
229,983
-1,522
| -0.7% | -$62.8K | 0.27% | 94 |
|
|
2019
Q2 | $9.93M | Sell |
231,505
-11,360
| -5% | -$482K | 0.29% | 90 |
|
|
2019
Q1 | $10.4M | Sell |
242,865
-48,419
| -17% | -$2.04M | 0.32% | 85 |
|
|
2018
Q4 | $11.4M | Sell |
291,284
-731
| -0.3% | -$29.3K | 0.39% | 66 |
|
|
2018
Q3 | $12.5M | Sell |
292,015
-7,880
| -3% | -$340K | 0.39% | 70 |
|
|
2018
Q2 | $13M | Sell |
299,895
-4,338
| -1% | -$201K | 0.43% | 64 |
|
|
2018
Q1 | $14.7M | Buy |
304,233
+4,131
| +1% | +$203K | 0.49% | 47 |
|
|
2017
Q4 | $14.1M | Buy |
300,102
+5,471
| +2% | +$253K | 0.49% | 57 |
|
|
2017
Q3 | $13.2M | Buy |
294,631
+16,193
| +6% | +$713K | 0.48% | 60 |
|
|
2017
Q2 | $11.5M | Buy |
278,438
+30,310
| +12% | +$1.23M | 0.45% | 62 |
|
|
2017
Q1 | $9.77M | Buy |
248,128
+1,237
| +0.5% | +$47K | 0.39% | 69 |
|
|
2016
Q4 | $8.64M | Buy |
246,891
+7,627
| +3% | +$275K | 0.37% | 77 |
|
|
2016
Q3 | $8.96M | Sell |
239,264
-1,350
| -0.6% | -$49.4K | 0.39% | 74 |
|
|
2016
Q2 | $8.27M | Sell |
240,614
-4,025
| -2% | -$135K | 0.36% | 78 |
|
|
2016
Q1 | $8.38M | Sell |
244,639
-18,054
| -7% | -$559K | 0.37% | 73 |
|
|
2015
Q4 | $8.45M | Buy |
262,693
+114,590
| +77% | +$3.93M | 0.38% | 70 |
|
|
2015
Q3 | $4.85M | Sell |
148,103
-11,487
| -7% | -$406K | 0.24% | 118 |
|
|
2015
Q2 | $6.32M | Buy |
159,590
+3,360
| +2% | +$141K | 0.28% | 97 |
|
|
2015
Q1 | $6.27M | Sell |
156,230
-3,248
| -2% | -$129K | 0.29% | 98 |
|
|
2014
Q4 | $6.26M | Buy |
159,478
+188
| +0.1% | +$7.64K | 0.3% | 93 |
|
|
2014
Q3 | $6.62M | Buy |
159,290
+7,824
| +5% | +$346K | 0.32% | 88 |
|
|
2014
Q2 | $6.55M | Sell |
151,466
-853
| -0.6% | -$36.2K | 0.32% | 87 |
|
|
2014
Q1 | $6.25M | Sell |
152,319
-4,828
| -3% | -$189K | 0.32% | 90 |
|
|
2013
Q4 | $6.57M | Sell |
157,147
-17,937
| -10% | -$751K | 0.34% | 85 |
|
|
2013
Q3 | $7.13M | Sell |
175,084
-129,027
| -42% | -$5.11M | 0.39% | 74 |
|
|
2013
Q2 | $11.7M | Buy |
+304,111
| New | +$12.6M | 0.66% | 41 |
|
Other funds holding EEM
Whittier Trust's EEM Position: Q2 2026 in Review
Whittier Trust increased its iShares MSCI Emerging Markets ETF (EEM) stake by 6.1% in Q2 2026, buying an estimated $501K and bringing the position to 132,714 shares worth $8.97M. The position accounts for 0.09% of the portfolio, ranked #160.
Whittier Trust first reported a position in EEM in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.7M in Q1 2018. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.
- Whittier Trust held 132,714 shares of iShares MSCI Emerging Markets ETF worth $8.97M as of Q2 2026.
- Whittier Trust bought 7,677 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $501K.
- iShares MSCI Emerging Markets ETF made up 0.09% of Whittier Trust's portfolio in Q2 2026, its #160 holding.
- Whittier Trust first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
- Whittier Trust's iShares MSCI Emerging Markets ETF position peaked at $14.7M in Q1 2018.
- 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.