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

Act 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 		$1.16M Sell
16,915
-73
-0.4% -$4.77K 0.34% 20
2026
Q1 		$965K Buy
16,988
+2,272
+15% +$134K 0.32% 20
2025
Q4 		$805K Buy
14,716
+3,148
+27% +$171K 0.26% 25
2025
Q3 		$618K Buy
11,568
+302
+3% +$15.2K 0.22% 27
2025
Q2 		$543K Buy
11,266
+2,581
+30% +$116K 0.23% 27
2025
Q1 		$380K Buy
8,685
+123
+1% +$5.34K 0.17% 29
2024
Q4 		$358K Buy
8,562
+469
+6% +$20.8K 0.17% 30
2024
Q3 		$371K Buy
8,093
+1,180
+17% +$50.9K 0.16% 27
2024
Q2 		$294K Buy
6,913
+763
+12% +$32K 0.14% 27
2024
Q1 		$253K Buy
6,150
+96
+2% +$3.82K 0.13% 32
2023
Q4 		$243K Sell
6,054
-1,599
-21% -$61.7K 0.13% 33
2023
Q3 		$290K Hold
7,653
– – 0.19% 25
2023
Q2 		$303K Buy
7,653
+158
+2% +$6.21K 0.17% 25
2023
Q1 		$296K Buy
7,495
+515
+7% +$20.5K 0.18% 24
2022
Q4 		$265K Buy
6,980
+439
+7% +$16.2K 0.17% 27
2022
Q3 		$228K Buy
6,541
+367
+6% +$14.3K 0.16% 30
2022
Q2 		$248K Sell
6,174
-196
-3% -$8.22K 0.16% 28
2022
Q1 		$288K Buy
6,370
+1,593
+33% +$75.2K 0.16% 29
2021
Q4 		$233K Sell
4,777
-1,576
-25% -$79.3K 0.13% 32
2021
Q3 		$350K Hold
6,353
– – 0.22% 20
2021
Q2 		$350K Hold
6,353
– – 0.22% 20
2021
Q1 		$339K Sell
6,353
-1,111
-15% -$60.8K 0.22% 22
2020
Q4 		$386K Buy
+7,464
New +$359K 0.25% 17

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
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Act Wealth Management's EEM Position: Q2 2026 in Review

Act Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.43% in Q2 2026, selling an estimated $4.77K and leaving 16,915 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #20.

Act Wealth Management first reported a position in EEM in Q4 2020 and has held it in 23 quarters since. 446 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Act Wealth Management held 16,915 shares of iShares MSCI Emerging Markets ETF worth $1.16M as of Q2 2026.
  • Act Wealth Management sold 73 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $4.77K.
  • iShares MSCI Emerging Markets ETF made up 0.34% of Act Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Act Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • 446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.