HCR Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

HCR Wealth Advisors’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	$606K	Sell	8,863 -200	-2%	-$13.1K	0.05%	146
2026 Q1	$515K	Buy	9,063 +660	+8%	+$38.8K	0.05%	149
2025 Q4	$460K	Hold	8,403	–	–	0.05%	158
2025 Q3	$454K	Buy	8,403 +1,362	+19%	+$68.4K	0.05%	152
2025 Q2	$340K	Buy	7,041 +1,610	+30%	+$72.4K	0.04%	172
2025 Q1	$237K	Sell	5,431 -117	-2%	-$5.08K	0.03%	204
2024 Q4	$232K	Sell	5,548 -380	-6%	-$16.8K	0.03%	209
2024 Q3	$272K	Buy	5,928 +138	+2%	+$5.95K	0.04%	190
2024 Q2	$247K	Buy	5,790 +238	+4%	+$9.98K	0.04%	194
2024 Q1	$228K	Sell	5,552 -154	-3%	-$6.13K	0.03%	202
2023 Q4	$229K	Sell	5,706 -329	-5%	-$12.7K	0.04%	183
2023 Q3	$229K	Sell	6,035 -1,640	-21%	-$64.9K	0.05%	150
2023 Q2	$304K	Sell	7,675 -65	-0.8%	-$2.56K	0.06%	138
2023 Q1	$305K	Sell	7,740 -1,400	-15%	-$55.7K	0.06%	141
2022 Q4	$346K	Sell	9,140 -935	-9%	-$34.5K	0.07%	131
2022 Q3	$351K	Sell	10,075 -3,150	-24%	-$123K	0.07%	129
2022 Q2	$530K	Sell	13,225 -17,355	-57%	-$728K	0.11%	108
2022 Q1	$1.38M	Hold	30,580	–	–	0.23%	75
2021 Q4	$1.49M	Sell	30,580 -235	-0.8%	-$11.8K	0.23%	81
2021 Q3	$1.55M	Hold	30,815	–	–	0.26%	82
2021 Q2	$1.7M	Buy	30,815 +968	+3%	+$52.6K	0.29%	74
2021 Q1	$1.59M	Buy	29,847 +1,769	+6%	+$96.9K	0.31%	72
2020 Q4	$1.45M	Buy	28,078 +25,590	+1,029%	+$1.23M	0.3%	67
2020 Q3	$110K	Hold	2,488	–	–	0.03%	163
2020 Q2	$101K	Sell	2,488 -25	-1%	-$936	0.02%	160
2020 Q1	$86K	Hold	2,513	–	–	0.02%	161
2019 Q4	$113K	Buy	+2,513	New	+$108K	0.03%	165

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

HCR Wealth Advisors's EEM Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.2% in Q2 2026, selling an estimated $13.1K and leaving 8,863 shares worth $606K. The position accounts for 0.05% of the portfolio, ranked #146.

HCR Wealth Advisors first reported a position in EEM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.7M in Q2 2021. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

HCR Wealth Advisors held 8,863 shares of iShares MSCI Emerging Markets ETF worth $606K as of Q2 2026.
HCR Wealth Advisors sold 200 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $13.1K.
iShares MSCI Emerging Markets ETF made up 0.05% of HCR Wealth Advisors's portfolio in Q2 2026, its #146 holding.
HCR Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
HCR Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.7M in Q2 2021.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.