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1620 Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

1620 Investment Advisors’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 		$155K Hold
2,270
– – 0.1% 207
2026
Q1 		$129K Hold
2,270
– – 0.09% 205
2025
Q4 		$124K Sell
2,270
-150
-6% -$8.16K 0.08% 207
2025
Q3 		$129K Sell
2,420
-300
-11% -$15.1K 0.09% 195
2025
Q2 		$131K Hold
2,720
– – 0.09% 190
2025
Q1 		$119K Hold
2,720
– – 0.09% 193
2024
Q4 		$114K Hold
2,720
– – 0.09% 205
2024
Q3 		$125K Hold
2,720
– – 0.09% 193
2024
Q2 		$116K Buy
+2,720
New +$114K 0.09% 201

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

1620 Investment Advisors's EEM Position: Q2 2026 in Review

1620 Investment Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 2,270 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #207.

1620 Investment Advisors first reported a position in EEM in Q2 2024 and has held it in 9 quarters since. 508 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • 1620 Investment Advisors held 2,270 shares of iShares MSCI Emerging Markets ETF worth $155K as of Q2 2026.
  • 1620 Investment Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.1% of 1620 Investment Advisors's portfolio in Q2 2026, its #207 holding.
  • 1620 Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
  • 508 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.