Belpointe Asset Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Belpointe Asset 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	$5.14M	Buy	75,145 +9,953	+15%	+$650K	0.17%	110
2026 Q1	$3.7M	Buy	65,192 +11,488	+21%	+$676K	0.14%	136
2025 Q4	$2.94M	Buy	53,704 +9,926	+23%	+$540K	0.11%	165
2025 Q3	$2.34M	Sell	43,778 -7,466	-15%	-$375K	0.09%	195
2025 Q2	$2.47M	Sell	51,244 -10,528	-17%	-$473K	0.1%	172
2025 Q1	$2.7M	Buy	61,772 +14,724	+31%	+$640K	0.14%	140
2024 Q4	$2.04M	Sell	47,048 -6,039	-11%	-$268K	0.12%	166
2024 Q3	$2.43M	Buy	53,087 +15,307	+41%	+$660K	0.15%	139
2024 Q2	$1.61M	Buy	37,780 +2,720	+8%	+$114K	0.11%	181
2024 Q1	$1.44M	Sell	35,060 -2,792	-7%	-$111K	0.11%	180
2023 Q4	$1.52M	Sell	37,852 -257	-0.7%	-$9.92K	0.13%	153
2023 Q3	$1.45M	Buy	38,109 +1,446	+4%	+$57.3K	0.15%	138
2023 Q2	$1.45M	Sell	36,663 -18,033	-33%	-$709K	0.15%	130
2023 Q1	$2.16M	Buy	54,696 +13,693	+33%	+$544K	0.12%	186
2022 Q4	$1.55M	Buy	41,003 +15,729	+62%	+$580K	0.09%	222
2022 Q3	$881K	Sell	25,274 -5,398	-18%	-$211K	0.06%	331
2022 Q2	$1.23M	Sell	30,672 -9,515	-24%	-$399K	0.08%	253
2022 Q1	$1.81M	Sell	40,187 -2,949	-7%	-$139K	0.11%	197
2021 Q4	$2.11M	Buy	43,136 +652	+2%	+$32.8K	0.13%	152
2021 Q3	$2.14M	Sell	42,484 -11,327	-21%	-$590K	0.15%	144
2021 Q2	$2.97M	Buy	53,811 +1,996	+4%	+$108K	0.21%	92
2021 Q1	$2.76M	Buy	51,815 +3,145	+6%	+$172K	0.24%	85
2020 Q4	$2.52M	Buy	48,670 +2,321	+5%	+$112K	0.23%	99
2020 Q3	$2.04M	Sell	46,349 -952	-2%	-$41.8K	0.23%	96
2020 Q2	$1.89M	Buy	47,301 +5,479	+13%	+$205K	0.25%	82
2020 Q1	$1.43M	Sell	41,822 -4,011	-9%	-$165K	0.25%	93
2019 Q4	$2.06M	Buy	45,833 +4,146	+10%	+$178K	0.26%	96
2019 Q3	$1.7M	Sell	41,687 -578	-1%	-$23.9K	0.28%	86
2019 Q2	$1.81M	Buy	+42,265	New	+$1.79M	0.36%	58
2019 Q1	–	Sell	-41,702	Closed	-$1.63M	–	470
2018 Q4	$1.63M	Sell	41,702 -8,342	-17%	-$334K	0.41%	42
2018 Q3	$2.15M	Buy	50,044 +22,653	+83%	+$978K	0.34%	52
2018 Q2	$1.19M	Buy	27,391 +3,035	+12%	+$140K	0.33%	48
2018 Q1	$1.18M	Buy	24,356 +1,197	+5%	+$58.7K	0.34%	48
2017 Q4	$1.09M	Sell	23,159 -5,137	-18%	-$238K	0.24%	93
2017 Q3	$1.27M	Buy	+28,296	New	+$1.25M	0.3%	73

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

Belpointe Asset Management's EEM Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 15% in Q2 2026, buying an estimated $650K and bringing the position to 75,145 shares worth $5.14M. The position accounts for 0.17% of the portfolio, ranked #110.

Belpointe Asset Management first reported a position in EEM in Q3 2017 and has held it in 35 quarters since. 767 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Belpointe Asset Management held 75,145 shares of iShares MSCI Emerging Markets ETF worth $5.14M as of Q2 2026.
Belpointe Asset Management bought 9,953 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $650K.
iShares MSCI Emerging Markets ETF made up 0.17% of Belpointe Asset Management's portfolio in Q2 2026, its #110 holding.
Belpointe Asset Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2017 and has held it in 35 quarters since.
767 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.