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

Heritage 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 Q1	$16.2K	Sell	286 -121,272	-100%	-$7.13M	﹤0.01%	468
2025 Q4	$6.65M	Hold	121,558	–	–	0.25%	39
2025 Q3	$6.49M	Hold	121,558	–	–	0.28%	39
2025 Q2	$5.86M	Hold	121,558	–	–	0.28%	39
2025 Q1	$5.31M	Hold	121,558	–	–	0.27%	39
2024 Q4	$5.08M	Sell	121,558 -182	-0.1%	-$8.06K	0.25%	40
2024 Q3	$5.58M	Hold	121,740	–	–	0.26%	40
2024 Q2	$5.18M	Hold	121,740	–	–	0.23%	42
2024 Q1	$5M	Buy	121,740 +182	+0.1%	+$7.24K	0.23%	45
2023 Q4	$4.89M	Hold	121,558	–	–	0.24%	41
2023 Q3	$4.61M	Hold	121,558	–	–	0.25%	38
2023 Q2	$4.81M	Hold	121,558	–	–	0.25%	38
2023 Q1	$4.8M	Hold	121,558	–	–	0.27%	37
2022 Q4	$4.61M	Hold	121,558	–	–	0.27%	38
2022 Q3	$4.24M	Buy	121,558 +7,162	+6%	+$279K	0.31%	35
2022 Q2	$4.59M	Buy	114,396 +7,869	+7%	+$330K	0.32%	35
2022 Q1	$4.81M	Buy	106,527 +105,222	+8,063%	+$4.97M	0.27%	41
2021 Q4	$64K	Sell	1,305 -149	-10%	-$7.5K	﹤0.01%	304
2021 Q3	$73.3K	Hold	1,454	–	–	﹤0.01%	287
2021 Q2	$80.2K	Sell	1,454 -1,176	-45%	-$63.9K	﹤0.01%	278
2021 Q1	$140K	Buy	2,630 +1,000	+61%	+$54.8K	0.01%	228
2020 Q4	$84K	Hold	1,630	–	–	0.01%	274
2020 Q3	$71.9K	Hold	1,630	–	–	0.01%	240
2020 Q2	$65.2K	Buy	+1,630	New	+$61K	0.01%	240

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

Heritage Wealth Advisors's EEM Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 100% in Q1 2026, selling an estimated $7.13M and leaving 286 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Heritage Wealth Advisors first reported a position in EEM in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.65M in Q4 2025. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Heritage Wealth Advisors held 286 shares of iShares MSCI Emerging Markets ETF worth $16.2K as of Q1 2026.
Heritage Wealth Advisors sold 121,272 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $7.13M.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #468 holding.
Heritage Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2020 and has held it in 24 quarters since.
Heritage Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $6.65M in Q4 2025.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.