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 Q1	$983K	Sell	17,400 -9,800	-36%	-$576K	0.01%	669
2025 Q4	$1.49M	Hold	27,200	–	–	0.01%	501
2025 Q3	$1.45M	Sell	27,200 -5,200	-16%	-$261K	0.01%	504
2025 Q2	$1.56M	Hold	32,400	–	–	0.01%	427
2025 Q1	$1.42M	Buy	+32,400	New	+$1.41M	0.01%	458

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

HB Wealth Management's EEM Position: Q1 2026 in Review

HB Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 4.4% in Q1 2026, buying an estimated $182K and bringing the position to 72,798 shares worth $4.13M. 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 18 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

HB Wealth Management held 72,798 shares of iShares MSCI Emerging Markets ETF worth $4.13M as of Q1 2026.
HB Wealth Management bought 3,092 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $182K.
iShares MSCI Emerging Markets ETF made up 0.03% of HB Wealth Management's portfolio in Q1 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 18 quarters since.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.