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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
Q2 		$19.6K Hold
286
– – ﹤0.01% 443
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
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

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

Heritage Wealth Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 286 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Heritage Wealth Advisors first reported a position in EEM in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.65M in Q4 2025. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Heritage Wealth Advisors held 286 shares of iShares MSCI Emerging Markets ETF worth $19.6K as of Q2 2026.
  • Heritage Wealth Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #443 holding.
  • Heritage Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2020 and has held it in 25 quarters since.
  • Heritage Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $6.65M in Q4 2025.
  • 1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.