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

Aprio 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	$414K	Sell	6,047 -1,356	-18%	-$88.6K	0.02%	430
2026 Q1	$420K	Buy	7,403 +1,817	+33%	+$107K	0.02%	404
2025 Q4	$306K	Buy	5,586 +24	+0.4%	+$1.3K	0.02%	431
2025 Q3	$297K	Sell	5,562 -1	-0%	-$50	0.03%	333
2025 Q2	$268K	Sell	5,563 -1,187	-18%	-$53.4K	0.03%	322
2025 Q1	$295K	Buy	6,750 +1,427	+27%	+$62K	0.04%	272
2024 Q4	$223K	Buy	+5,323	New	+$236K	0.03%	284
2020 Q2	–	Sell	-8,959	Closed	-$306K	–	71
2020 Q1	$306K	Sell	8,959 -4,278	-32%	-$176K	0.39%	39
2019 Q4	$594K	Buy	+13,237	New	+$568K	0.44%	31

Other funds holding EEM

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Aprio Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 18% in Q2 2026, selling an estimated $88.6K and leaving 6,047 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #430.

Aprio Wealth Management first reported a position in EEM in Q4 2019 and has held it in 9 quarters since. The position peaked at $594K in Q4 2019. 508 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Aprio Wealth Management held 6,047 shares of iShares MSCI Emerging Markets ETF worth $414K as of Q2 2026.
Aprio Wealth Management sold 1,356 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $88.6K.
iShares MSCI Emerging Markets ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #430 holding.
Aprio Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 9 quarters since.
Aprio Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $594K in Q4 2019.
508 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.