Hoge Financial Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Hoge Financial Services’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	$5.47M	Sell	79,901 -1,468	-2%	-$95.9K	2.62%	8
2026 Q1	$4.62M	Sell	81,369 -5,211	-6%	-$306K	2.47%	8
2025 Q4	$4.74M	Buy	86,580 +3,357	+4%	+$183K	2.55%	8
2025 Q3	$4.44M	Sell	83,223 -2,477	-3%	-$124K	2.55%	8
2025 Q2	$4.14M	Buy	85,700 +4,695	+6%	+$211K	2.57%	8
2025 Q1	$3.54M	Buy	81,005 +4,843	+6%	+$210K	2.48%	8
2024 Q4	$3.19M	Buy	76,162 +2,162	+3%	+$95.8K	2.33%	9
2024 Q3	$3.39M	Buy	74,000 +2,036	+3%	+$87.8K	2.56%	9
2024 Q2	$3.06M	Buy	71,964 +2,925	+4%	+$123K	2.51%	11
2024 Q1	$2.84M	Buy	69,039 +11,055	+19%	+$440K	2.32%	12
2023 Q4	$2.33M	Buy	+57,984	New	+$2.24M	2.34%	12

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

Hoge Financial Services's EEM Position: Q2 2026 in Review

Hoge Financial Services reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.8% in Q2 2026, selling an estimated $95.9K and leaving 79,901 shares worth $5.47M. The position accounts for 2.62% of the portfolio, ranked #8.

Hoge Financial Services first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Hoge Financial Services held 79,901 shares of iShares MSCI Emerging Markets ETF worth $5.47M as of Q2 2026.
Hoge Financial Services sold 1,468 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $95.9K.
iShares MSCI Emerging Markets ETF made up 2.62% of Hoge Financial Services's portfolio in Q2 2026, its #8 holding.
Hoge Financial Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.