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

Creative Planning’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
2025 Q4	–	Sell	-4,600	Closed	-$527	–	3960
2025 Q3	$527	Hold	4,600	–	–	﹤0.01%	3900
2025 Q2	$2.51K	Buy	+4,600	New	+$207K	﹤0.01%	3657
2023 Q4	–	Sell	-1,500	Closed	-$3.02K	–	2851
2023 Q3	$3.02K	Hold	1,500	–	–	﹤0.01%	2777
2023 Q2	$2.15K	Buy	+1,500	New	+$59K	﹤0.01%	2594
2021 Q2	–	Sell	-35,000	Closed	-$94K	–	2217
2021 Q1	$94K	Buy	35,000 +4,300	+14%	+$235K	﹤0.01%	2259
2020 Q4	$125K	Sell	30,700 -3,000	-9%	-$144K	﹤0.01%	1996
2020 Q3	$45K	Buy	33,700 +2,300	+7%	+$101K	﹤0.01%	1912
2020 Q2	$125K	Buy	31,400 +300	+1%	+$11.2K	﹤0.01%	1624
2020 Q1	$275K	Sell	31,100 -100	-0.3%	-$4.1K	﹤0.01%	1212
2019 Q4	$63K	Buy	+31,200	New	+$1.34M	﹤0.01%	1799

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Creative Planning's EEM Position: Q1 2026 in Review

Creative Planning increased its iShares MSCI Emerging Markets ETF (EEM) stake by 7.3% in Q1 2026, buying an estimated $2.97M and bringing the position to 737,865 shares worth $41.9M. The position accounts for 0.03% of the portfolio, ranked #247.

Creative Planning first reported a position in EEM in Q2 2013 and has held it in 52 quarters since. The position peaked at $191M in Q2 2014. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Creative Planning held 737,865 shares of iShares MSCI Emerging Markets ETF worth $41.9M as of Q1 2026.
Creative Planning bought 50,478 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.97M.
iShares MSCI Emerging Markets ETF made up 0.03% of Creative Planning's portfolio in Q1 2026, its #247 holding.
Creative Planning first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 52 quarters since.
Creative Planning's iShares MSCI Emerging Markets ETF position peaked at $191M in Q2 2014.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.