Hoxton Planning & Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Hoxton Planning & Management’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	$1.47M	Hold	21,550	–	–	0.38%	55
2026 Q1	$1.22M	Sell	21,550 -12	-0.1%	-$706	0.37%	56
2025 Q4	$1.18M	Sell	21,562 -5	-0%	-$272	0.35%	55
2025 Q3	$1.15M	Sell	21,567 -13	-0.1%	-$653	0.37%	52
2025 Q2	$1.04M	Sell	21,580 -30,944	-59%	-$1.39M	0.36%	53
2025 Q1	$2.3M	Buy	52,524 +9,653	+23%	+$419K	0.88%	22
2024 Q4	$1.79M	Sell	42,871 -8,979	-17%	-$398K	0.69%	28
2024 Q3	$2.38M	Buy	51,850 +19,470	+60%	+$840K	0.92%	20
2024 Q2	$1.38M	Sell	32,380 -360	-1%	-$15.1K	0.64%	28
2024 Q1	$1.34M	Sell	32,740 -2,541	-7%	-$101K	0.64%	30
2023 Q4	$1.42M	Buy	35,281 +26,633	+308%	+$1.03M	0.75%	30
2023 Q3	$328K	Buy	8,648 +1,599	+23%	+$63.3K	0.21%	93
2023 Q2	$279K	Buy	+7,049	New	+$277K	0.17%	110
2023 Q1	–	Sell	-34,227	Closed	-$1.3M	–	163
2022 Q4	$1.3M	Buy	+34,227	New	+$1.26M	0.69%	32

Other funds holding EEM

Greenfield FTC Reno, Nevada $735M AUM 22.08% 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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Hoxton Planning & Management's EEM Position: Q2 2026 in Review

Hoxton Planning & Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 21,550 shares worth $1.47M. The position accounts for 0.38% of the portfolio, ranked #55.

Hoxton Planning & Management first reported a position in EEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.38M in Q3 2024. 343 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Hoxton Planning & Management held 21,550 shares of iShares MSCI Emerging Markets ETF worth $1.47M as of Q2 2026.
Hoxton Planning & Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.38% of Hoxton Planning & Management's portfolio in Q2 2026, its #55 holding.
Hoxton Planning & Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Hoxton Planning & Management's iShares MSCI Emerging Markets ETF position peaked at $2.38M in Q3 2024.
343 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.