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HB Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

HB 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 		$4.85M Sell
70,884
-1,914
-3% -$125K 0.03% 283
2026
Q1 		$4.13M Buy
72,798
+3,092
+4% +$182K 0.03% 283
2025
Q4 		$3.81M Buy
69,706
+1,641
+2% +$89.2K 0.02% 291
2025
Q3 		$3.63M Buy
68,065
+8,686
+15% +$436K 0.02% 295
2025
Q2 		$2.86M Sell
59,379
-9,563
-14% -$430K 0.02% 306
2025
Q1 		$3.01M Buy
68,942
+4,437
+7% +$193K 0.03% 299
2024
Q4 		$2.7M Buy
64,505
+20
+0% +$886 0.03% 239
2024
Q3 		$2.96M Buy
64,485
+1,997
+3% +$86.1K 0.03% 222
2024
Q2 		$2.66M Buy
62,488
+2,544
+4% +$107K 0.03% 225
2024
Q1 		$2.46M Sell
59,944
-7,921
-12% -$315K 0.03% 214
2023
Q4 		$2.73M Buy
67,865
+1,098
+2% +$42.4K 0.04% 188
2023
Q3 		$2.53M Buy
66,767
+3,213
+5% +$127K 0.04% 178
2023
Q2 		$2.51M Sell
63,554
-2,599
-4% -$102K 0.04% 178
2023
Q1 		$2.61M Buy
66,153
+5,834
+10% +$232K 0.05% 169
2022
Q4 		$2.29M Buy
60,319
+3,666
+6% +$135K 0.04% 183
2022
Q3 		$1.98M Sell
56,653
-640
-1% -$25K 0.04% 178
2022
Q2 		$2.3M Sell
57,293
-2,517
-4% -$106K 0.05% 160
2022
Q1 		$2.7M Buy
59,810
+1,848
+3% +$87.2K 0.05% 154
2021
Q4 		$2.83M Buy
+57,962
New +$2.92M 0.06% 133

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HB Wealth Management's EEM Position: Q2 2026 in Review

HB Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.6% in Q2 2026, selling an estimated $125K and leaving 70,884 shares worth $4.85M. The position accounts for 0.03% of the portfolio, ranked #283.

HB Wealth Management first reported a position in EEM in Q4 2021 and has held it in 19 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • HB Wealth Management held 70,884 shares of iShares MSCI Emerging Markets ETF worth $4.85M as of Q2 2026.
  • HB Wealth Management sold 1,914 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $125K.
  • iShares MSCI Emerging Markets ETF made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #283 holding.
  • HB Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.