Winthrop Partners - WNY’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Winthrop Partners - WNY’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	$687K	Hold	10,037	–	–	0.34%	58
2026 Q1	$570K	Hold	10,037	–	–	0.3%	63
2025 Q4	$549K	Buy	+10,037	New	+$546K	0.3%	63
2019 Q3	$77.7K	Buy	1,900 +350	+23%	+$14.4K	0.05%	160
2019 Q2	$66.5K	Hold	1,550	–	–	0.05%	142
2019 Q1	$67.6K	Hold	1,550	–	–	0.05%	140
2018 Q4	$60.5K	Sell	1,550 -750	-33%	-$30K	0.06%	139
2018 Q3	$98.7K	Hold	2,300	–	–	0.08%	140
2018 Q2	$99.7K	Hold	2,300	–	–	0.08%	139
2018 Q1	$108K	Buy	+2,300	New	+$113K	0.08%	154

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

Winthrop Partners - WNY's EEM Position: Q2 2026 in Review

Winthrop Partners - WNY held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 10,037 shares worth $687K. The position accounts for 0.34% of the portfolio, ranked #58.

Winthrop Partners - WNY first reported a position in EEM in Q1 2018 and has held it in 10 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Winthrop Partners - WNY held 10,037 shares of iShares MSCI Emerging Markets ETF worth $687K as of Q2 2026.
Winthrop Partners - WNY left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.34% of Winthrop Partners - WNY's portfolio in Q2 2026, its #58 holding.
Winthrop Partners - WNY first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and has held it in 10 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.