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Winter & Associates’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Winter & Associates’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 		$943K Sell
13,788
-14,124
-51% -$922K 0.71% 26
2026
Q1 		$1.59M Sell
27,912
-3,477
-11% -$205K 1.4% 22
2025
Q4 		$1.72M Buy
+31,389
New +$1.71M 1.59% 19

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

Winter & Associates's EEM Position: Q2 2026 in Review

Winter & Associates reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 51% in Q2 2026, selling an estimated $922K and leaving 13,788 shares worth $943K. The position accounts for 0.71% of the portfolio, ranked #26.

Winter & Associates first reported a position in EEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q4 2025. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Winter & Associates held 13,788 shares of iShares MSCI Emerging Markets ETF worth $943K as of Q2 2026.
  • Winter & Associates sold 14,124 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $922K.
  • iShares MSCI Emerging Markets ETF made up 0.71% of Winter & Associates's portfolio in Q2 2026, its #26 holding.
  • Winter & Associates first reported a position in iShares MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's iShares MSCI Emerging Markets ETF position peaked at $1.72M in Q4 2025.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.