Gleason Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Gleason Group’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	$2.22K	Hold	32	–	–	﹤0.01%	423
2026 Q1	$1.83K	Hold	32	–	–	﹤0.01%	212
2025 Q4	$1.77K	Hold	32	–	–	﹤0.01%	209
2025 Q3	$1.7K	Hold	32	–	–	﹤0.01%	183
2025 Q2	$1.54K	Hold	32	–	–	﹤0.01%	187
2025 Q1	$1.38K	Hold	32	–	–	﹤0.01%	183
2024 Q4	$1.32K	Buy	32 +1	+3%	+$44	﹤0.01%	187
2024 Q3	$1.42K	Hold	31	–	–	﹤0.01%	182
2024 Q2	$1.32K	Hold	31	–	–	﹤0.01%	260
2024 Q1	$1.26K	Hold	31	–	–	﹤0.01%	192
2023 Q4	$1.24K	Sell	31 -2	-6%	-$77	﹤0.01%	205
2023 Q3	$1.26K	Sell	33 -3	-8%	-$119	﹤0.01%	212
2023 Q2	$1.43K	Sell	36 -2	-5%	-$79	﹤0.01%	211
2023 Q1	$1.5K	Sell	38 -1	-3%	-$40	﹤0.01%	208
2022 Q4	$1.48K	Buy	39 +1	+3%	+$37	﹤0.01%	205
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	216
2022 Q2	$2K	Buy	+38	New	+$1.59K	﹤0.01%	221

Other funds holding EEM

HWG Holdings Houston, Texas $440M AUM 52.68% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return