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

Avantax Planning 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	$4.02M	Sell	58,731 -1,369	-2%	-$89.4K	0.1%	109
2026 Q1	$3.41M	Sell	60,100 -6,718	-10%	-$395K	0.09%	110
2025 Q4	$3.66M	Sell	66,818 -5,801	-8%	-$315K	0.1%	104
2025 Q3	$3.88M	Sell	72,619 -651	-0.9%	-$32.7K	0.11%	97
2025 Q2	$3.53M	Sell	73,270 -1,131	-2%	-$50.9K	0.11%	103
2025 Q1	$3.25M	Sell	74,401 -465	-0.6%	-$20.2K	0.12%	104
2024 Q4	$3.13M	Sell	74,866 -1,526	-2%	-$67.6K	0.11%	103
2024 Q3	$3.5M	Sell	76,392 -4,396	-5%	-$190K	0.13%	97
2024 Q2	$3.44M	Sell	80,788 -7,973	-9%	-$334K	0.11%	106
2024 Q1	$3.65M	Sell	88,761 -14,889	-14%	-$592K	0.12%	106
2023 Q4	$4.17M	Buy	103,650 +10,989	+12%	+$424K	0.16%	69
2023 Q3	$3.52M	Sell	92,661 -2,059	-2%	-$81.5K	0.15%	75
2023 Q2	$3.75M	Sell	94,720 -16,874	-15%	-$664K	0.15%	73
2023 Q1	$4.4M	Sell	111,594 -352	-0.3%	-$14K	0.18%	64
2022 Q4	$4.24M	Sell	111,946 -11,372	-9%	-$420K	0.17%	69
2022 Q3	$4.3M	Sell	123,318 -22,097	-15%	-$862K	0.19%	61
2022 Q2	$5.83M	Buy	145,415 +18,100	+14%	+$759K	0.25%	49
2022 Q1	$5.75M	Sell	127,315 -41,012	-24%	-$1.94M	0.23%	47
2021 Q4	$8.22M	Buy	168,327 +33,314	+25%	+$1.68M	0.34%	28
2021 Q3	$6.8M	Sell	135,013 -781	-0.6%	-$40.7K	0.31%	24
2021 Q2	$7.49M	Sell	135,794 -86,853	-39%	-$4.72M	0.35%	23
2021 Q1	$11.9M	Sell	222,647 -132,143	-37%	-$7.24M	0.61%	12
2020 Q4	$18.3M	Sell	354,790 -15,596	-4%	-$750K	0.94%	9
2020 Q3	$16.3M	Buy	370,386 +9,281	+3%	+$407K	0.86%	10
2020 Q2	$14.4M	Buy	361,105 +90,357	+33%	+$3.38M	0.82%	11
2020 Q1	$9.24M	Buy	270,748 +14,265	+6%	+$585K	0.64%	11
2019 Q4	$11.5M	Buy	256,483 +4,258	+2%	+$183K	0.68%	10
2019 Q3	$10.3M	Buy	252,225 +18,322	+8%	+$756K	0.63%	10
2019 Q2	$9.98M	Buy	233,903 +24,595	+12%	+$1.04M	0.65%	11
2019 Q1	$8.98M	Sell	209,308 -285,229	-58%	-$12M	0.62%	11
2018 Q4	$19.3M	Buy	494,537 +405,184	+453%	+$16.2M	1.46%	14
2018 Q3	$3.83M	Buy	89,353 +13,043	+17%	+$563K	0.31%	27
2018 Q2	$3.31M	Buy	76,310 +11,155	+17%	+$516K	0.3%	28
2018 Q1	$3.15M	Buy	65,155 +55,681	+588%	+$2.73M	0.27%	28
2017 Q4	$446K	Sell	9,474 -17	-0.2%	-$787	0.04%	180
2017 Q3	$425K	Sell	9,491 -77	-0.8%	-$3.39K	0.03%	224
2017 Q2	$396K	Sell	9,568 -5	-0.1%	-$204	0.03%	219
2017 Q1	$377K	Buy	9,573 +2,626	+38%	+$99.7K	0.03%	213
2016 Q4	$243K	Buy	+6,947	New	+$251K	0.03%	262

Other funds holding EEM

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Avantax Planning Partners's EEM Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.3% in Q2 2026, selling an estimated $89.4K and leaving 58,731 shares worth $4.02M. The position accounts for 0.1% of the portfolio, ranked #109.

Avantax Planning Partners first reported a position in EEM in Q4 2016 and has held it in 39 quarters since. The position peaked at $19.3M in Q4 2018. 718 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Avantax Planning Partners held 58,731 shares of iShares MSCI Emerging Markets ETF worth $4.02M as of Q2 2026.
Avantax Planning Partners sold 1,369 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $89.4K.
iShares MSCI Emerging Markets ETF made up 0.1% of Avantax Planning Partners's portfolio in Q2 2026, its #109 holding.
Avantax Planning Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and has held it in 39 quarters since.
Avantax Planning Partners's iShares MSCI Emerging Markets ETF position peaked at $19.3M in Q4 2018.
718 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.