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

Heartwood 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
2025 Q4	–	Sell	-694	Closed	-$37.1K	–	322
2025 Q3	$37.1K	Buy	+694	New	+$34.9K	﹤0.01%	320
2022 Q4	–	Sell	-33,856	Closed	-$1.18M	–	128
2022 Q3	$1.18M	Buy	33,856 +5,564	+20%	+$217K	0.2%	40
2022 Q2	$1.14M	Sell	28,292 -1,413	-5%	-$59.3K	0.19%	41
2022 Q1	$1.34M	Buy	29,705 +7,649	+35%	+$361K	0.2%	42
2021 Q4	$1.08M	Sell	22,056 -1,207	-5%	-$60.7K	0.16%	43
2021 Q3	$1.17M	Sell	23,263 -14,104	-38%	-$734K	0.18%	41
2021 Q2	$2.06M	Buy	37,367 +6,477	+21%	+$352K	0.32%	35
2021 Q1	$1.65M	Buy	30,890 +15,738	+104%	+$862K	0.26%	35
2020 Q4	$783K	Buy	15,152 +1,691	+13%	+$81.3K	0.13%	39
2020 Q3	$593K	Buy	13,461 +1,464	+12%	+$64.2K	0.11%	40
2020 Q2	$480K	Buy	+11,997	New	+$449K	0.1%	47
2020 Q1	–	Sell	-4,533	Closed	-$203K	–	68
2019 Q4	$203K	Buy	+4,533	New	+$195K	0.04%	82

Other funds holding EEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Heartwood Wealth Advisors's EEM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2025, closing a stake of 694 shares — an estimated $37.1K sold.

Heartwood Wealth Advisors first reported a position in EEM in Q4 2019 and held it in 12 quarters. The position peaked at $2.06M in Q2 2021. 1,523 funds tracked by Wall St. Rank hold EEM as of Q4 2025.

Heartwood Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 694 iShares MSCI Emerging Markets ETF shares in Q4 2025, an estimated $37.1K.
Heartwood Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and held it in 12 quarters.
Heartwood Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.06M in Q2 2021.
1,523 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.