Creative Planning
EEMA icon

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

Creative Planning’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28M Buy
13,364
+2,137
+19% +$214K ﹤0.01% 2256
2025
Q4 		$1.06M Buy
+11,227
New +$1.05M ﹤0.01% 2236
2017
Q1 		– Sell
-1,202
Closed -$63K – 4711
2016
Q4 		$63K Hold
1,202
– – ﹤0.01% 2200
2016
Q3 		$69K Hold
1,202
– – ﹤0.01% 2118
2016
Q2 		$63K Hold
1,202
– – ﹤0.01% 1974
2016
Q1 		$62K Hold
1,202
– – ﹤0.01% 1937
2015
Q4 		$61K Hold
1,202
– – ﹤0.01% 1953
2015
Q3 		$60K Buy
+1,202
New +$64K ﹤0.01% 1907
2015
Q2 		– Sell
-1,202
Closed -$74K – 1612
2015
Q1 		$74K Buy
+1,202
New +$72K ﹤0.01% 1746

Other funds holding EEMA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return