Carlton Hofferkamp & Jenks Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Carlton Hofferkamp & Jenks 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	$234K	Buy	3,601 +42	+1%	+$2.74K	0.08%	135
2026 Q1	$226K	Buy	+3,559	New	+$209K	0.08%	135
2022 Q2	–	Sell	-4,475	Closed	-$201K	–	135
2022 Q1	$201K	Sell	4,475 -200	-4%	-$9.44K	0.08%	136
2021 Q4	$225K	Hold	4,675	–	–	0.09%	129
2021 Q3	$240K	Hold	4,675	–	–	0.1%	131
2021 Q2	$251K	Sell	4,675 -200	-4%	-$10.9K	0.11%	125
2021 Q1	$267K	Buy	4,875 +250	+5%	+$13.7K	0.12%	112
2020 Q4	$256K	Sell	4,625 -175	-4%	-$8.41K	0.13%	104
2020 Q3	$230K	Sell	4,800 -300	-6%	-$13.2K	0.12%	104
2020 Q2	$225K	Sell	5,100 -325	-6%	-$12.2K	0.13%	100
2020 Q1	$203K	Sell	5,425 -250	-4%	-$10.3K	0.12%	97
2019 Q4	$244K	Buy	5,675 +750	+15%	+$32.2K	0.14%	93
2019 Q3	$202K	Hold	4,925	–	–	0.12%	90
2019 Q2	$211K	Buy	+4,925	New	+$209K	0.13%	92
2018 Q4	–	Sell	-7,775	Closed	-$333K	–	87
2018 Q3	$333K	Buy	7,775 +200	+3%	+$8.63K	0.2%	76
2018 Q2	$326K	Hold	7,575	–	–	0.21%	77
2018 Q1	$358K	Sell	7,575 -800	-10%	-$39.2K	0.24%	73
2017 Q4	$394K	Hold	8,375	–	–	0.25%	73
2017 Q3	$375K	Buy	+8,375	New	+$369K	0.24%	74
2016 Q1	–	Sell	-20,375	Closed	-$637K	–	75
2015 Q4	$637K	Buy	+20,375	New	+$699K	0.55%	49

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's EEM Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.2% in Q2 2026, buying an estimated $2.74K and bringing the position to 3,601 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #135.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in EEM in Q4 2015 and has held it in 20 quarters since. The position peaked at $637K in Q4 2015. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 3,601 shares of iShares MSCI Emerging Markets ETF worth $234K as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management bought 42 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.74K.
iShares MSCI Emerging Markets ETF made up 0.08% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #135 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2015 and has held it in 20 quarters since.
Carlton Hofferkamp & Jenks Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $637K in Q4 2015.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.