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

Heritage Wealth Architects’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	$716K	Sell	11,105 -155	-1%	-$10.1K	0.29%	40
2026 Q1	$722K	Buy	11,260 +943	+9%	+$55.5K	0.3%	37
2025 Q4	$609K	Sell	10,317 -1,399	-12%	-$76.1K	0.28%	41
2025 Q3	$626K	Buy	11,716 +5,716	+95%	+$287K	0.39%	34
2025 Q2	$289K	Buy	+6,000	New	+$270K	0.21%	40

Other funds holding EEM

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

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

Heritage Wealth Architects reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.4% in Q2 2026, selling an estimated $10.1K and leaving 11,105 shares worth $716K. The position accounts for 0.29% of the portfolio, ranked #40.

Heritage Wealth Architects first reported a position in EEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $722K in Q1 2026. 369 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Heritage Wealth Architects held 11,105 shares of iShares MSCI Emerging Markets ETF worth $716K as of Q2 2026.
Heritage Wealth Architects sold 155 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $10.1K.
iShares MSCI Emerging Markets ETF made up 0.29% of Heritage Wealth Architects's portfolio in Q2 2026, its #40 holding.
Heritage Wealth Architects first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
Heritage Wealth Architects's iShares MSCI Emerging Markets ETF position peaked at $722K in Q1 2026.
369 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.