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 $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

Creative Planning's EEM Position: Q2 2026 in Review

Creative Planning reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.7% in Q2 2026, selling an estimated $1.28M and leaving 718,199 shares worth $49.1M. The position accounts for 0.03% of the portfolio, ranked #251.

Creative Planning first reported a position in EEM in Q2 2013 and has held it in 53 quarters since. The position peaked at $191M in Q2 2014. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Creative Planning held 718,199 shares of iShares MSCI Emerging Markets ETF worth $49.1M as of Q2 2026.
Creative Planning sold 19,666 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.28M.
iShares MSCI Emerging Markets ETF made up 0.03% of Creative Planning's portfolio in Q2 2026, its #251 holding.
Creative Planning first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
Creative Planning's iShares MSCI Emerging Markets ETF position peaked at $191M in Q2 2014.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.