Aspect Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Aspect Partners’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	$453K	Sell	6,627 -731	-10%	-$47.7K	0.17%	49
2026 Q1	$418K	Sell	7,358 -30,499	-81%	-$1.79M	0.17%	53
2025 Q4	$2.07M	Sell	37,857 -8,082	-18%	-$440K	0.91%	23
2025 Q3	$2.45M	Sell	45,939 -1,514	-3%	-$76K	1.11%	22
2025 Q2	$2.29M	Sell	47,453 -3,993	-8%	-$180K	1.13%	22
2025 Q1	$2.25M	Sell	51,446 -25	-0%	-$1.09K	1.29%	20
2024 Q4	$2.15M	Buy	51,471 +44,833	+675%	+$1.99M	1.24%	21
2024 Q3	$304K	Sell	6,638 -29,508	-82%	-$1.27M	0.17%	54
2024 Q2	$1.54M	Buy	36,146 +6,039	+20%	+$253K	0.92%	23
2024 Q1	$1.24M	Buy	30,107 +11,452	+61%	+$456K	0.98%	23
2023 Q4	$750K	Buy	+18,655	New	+$720K	0.48%	32

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

Aspect Partners's EEM Position: Q2 2026 in Review

Aspect Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 9.9% in Q2 2026, selling an estimated $47.7K and leaving 6,627 shares worth $453K. The position accounts for 0.17% of the portfolio, ranked #49.

Aspect Partners first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q3 2025. 508 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Aspect Partners held 6,627 shares of iShares MSCI Emerging Markets ETF worth $453K as of Q2 2026.
Aspect Partners sold 731 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $47.7K.
iShares MSCI Emerging Markets ETF made up 0.17% of Aspect Partners's portfolio in Q2 2026, its #49 holding.
Aspect Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's iShares MSCI Emerging Markets ETF position peaked at $2.45M in Q3 2025.
508 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.