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 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 $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

Hoge Financial Services's EEM Position: Q1 2026 in Review

Hoge Financial Services reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 6% in Q1 2026, selling an estimated $306K and leaving 81,369 shares worth $4.62M. The position accounts for 2.47% of the portfolio, ranked #8.

Hoge Financial Services first reported a position in EEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.74M in Q4 2025. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Hoge Financial Services held 81,369 shares of iShares MSCI Emerging Markets ETF worth $4.62M as of Q1 2026.
Hoge Financial Services sold 5,211 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $306K.
iShares MSCI Emerging Markets ETF made up 2.47% of Hoge Financial Services's portfolio in Q1 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 10 quarters since.
Hoge Financial Services's iShares MSCI Emerging Markets ETF position peaked at $4.74M in Q4 2025.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.