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 Q3	$5.4M	Buy	80,879 +978	+1%	+$64.7K	2.55%	8
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 $500B AUM 36.84% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hoge Financial Services's EEM Position: Q3 2026 in Review

Hoge Financial Services increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.2% in Q3 2026, buying an estimated $64.7K and bringing the position to 80,879 shares worth $5.4M. The position accounts for 2.55% of the portfolio, ranked #8.

Hoge Financial Services first reported a position in EEM in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.47M in Q2 2026. 1,446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Hoge Financial Services held 80,879 shares of iShares MSCI Emerging Markets ETF worth $5.4M as of Q3 2026.
Hoge Financial Services bought 978 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $64.7K.
iShares MSCI Emerging Markets ETF made up 2.55% of Hoge Financial Services's portfolio in Q3 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 12 quarters since.
Hoge Financial Services's iShares MSCI Emerging Markets ETF position peaked at $5.47M in Q2 2026.
1,446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Hoge Financial Services's 13F filing for Q3 2026, filed 5 Nov 2026.