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Baron Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Baron Financial Group’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 		$6.42M Sell
93,833
-1,138
-1% -$74.3K 3.06% 8
2026
Q1 		$5.39M Sell
94,971
-2,350
-2% -$138K 2.91% 10
2025
Q4 		$5.32M Sell
97,321
-2,010
-2% -$109K 2.85% 11
2025
Q3 		$5.3M Sell
99,331
-43
-0% -$2.16K 2.91% 11
2025
Q2 		$4.79M Sell
99,374
-1,145
-1% -$51.5K 2.81% 11
2025
Q1 		$4.39M Buy
100,519
+2,080
+2% +$90.3K 2.76% 12
2024
Q4 		$4.12M Buy
98,439
+125
+0.1% +$5.54K 2.55% 14
2024
Q3 		$4.51M Sell
98,314
-1,510
-2% -$65.1K 2.76% 11
2024
Q2 		$4.25M Sell
99,824
-2,675
-3% -$112K 2.7% 11
2024
Q1 		$4.21M Sell
102,499
-810
-0.8% -$32.2K 2.6% 15
2023
Q4 		$4.15M Sell
103,309
-890
-0.9% -$34.4K 2.65% 13
2023
Q3 		$3.95M Buy
104,199
+835
+0.8% +$33.1K 2.57% 13
2023
Q2 		$4.09M Buy
103,364
+2,280
+2% +$89.7K 2.53% 14
2023
Q1 		$3.99M Buy
101,084
+3,135
+3% +$125K 2.53% 13
2022
Q4 		$3.71M Buy
97,949
+2,160
+2% +$79.7K 2.46% 14
2022
Q3 		$3.34M Buy
95,789
+1,760
+2% +$68.7K 2.25% 15
2022
Q2 		$3.77M Sell
94,029
-665
-0.7% -$27.9K 2.49% 14
2022
Q1 		$4.28M Buy
94,694
+1,395
+1% +$65.8K 2.48% 15
2021
Q4 		$4.56M Buy
93,299
+1,290
+1% +$64.9K 2.58% 14
2021
Q3 		$4.64M Buy
92,009
+2,203
+2% +$115K 2.81% 12
2021
Q2 		$4.95M Buy
89,806
+1,140
+1% +$61.9K 3.08% 9
2021
Q1 		$4.73M Sell
88,666
-2,229
-2% -$122K 3.26% 8
2020
Q4 		$4.7M Sell
90,895
-1,655
-2% -$79.6K 3.75% 6
2020
Q3 		$4.08M Buy
+92,550
New +$4.06M 3.83% 7

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Baron Financial Group's EEM Position: Q2 2026 in Review

Baron Financial Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.2% in Q2 2026, selling an estimated $74.3K and leaving 93,833 shares worth $6.42M. The position accounts for 3.06% of the portfolio, ranked #8.

Baron Financial Group first reported a position in EEM in Q3 2020 and has held it in 24 quarters since. 351 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Baron Financial Group held 93,833 shares of iShares MSCI Emerging Markets ETF worth $6.42M as of Q2 2026.
  • Baron Financial Group sold 1,138 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $74.3K.
  • iShares MSCI Emerging Markets ETF made up 3.06% of Baron Financial Group's portfolio in Q2 2026, its #8 holding.
  • Baron Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q3 2020 and has held it in 24 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.