Williams Jones Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Williams Jones 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	$385K	Buy	5,633 +1,013	+22%	+$66.2K	﹤0.01%	407
2026 Q1	$262K	Buy	+4,620	New	+$272K	﹤0.01%	440
2024 Q4	–	Sell	-10,188	Closed	-$467K	–	509
2024 Q3	$467K	Buy	+10,188	New	+$439K	0.01%	370
2020 Q1	–	Sell	-13,170	Closed	-$591K	–	403
2019 Q4	$591K	Buy	13,170 +100	+0.8%	+$4.29K	0.01%	258
2019 Q3	$534K	Buy	+13,070	New	+$540K	0.01%	262

Other funds holding EEM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Williams Jones Wealth Management's EEM Position: Q2 2026 in Review

Williams Jones Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 22% in Q2 2026, buying an estimated $66.2K and bringing the position to 5,633 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Williams Jones Wealth Management first reported a position in EEM in Q3 2019 and has held it in 5 quarters since. The position peaked at $591K in Q4 2019. 936 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Williams Jones Wealth Management held 5,633 shares of iShares MSCI Emerging Markets ETF worth $385K as of Q2 2026.
Williams Jones Wealth Management bought 1,013 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $66.2K.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #407 holding.
Williams Jones Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2019 and has held it in 5 quarters since.
Williams Jones Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $591K in Q4 2019.
936 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.