Hoxton Planning & Management
EEM icon

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
Q3 		$1.43M Sell
21,378
-172
-0.8% -$11.4K 0.36% 52
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

ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Hoxton Planning & Management's EEM Position: Q3 2026 in Review

Hoxton Planning & Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.8% in Q3 2026, selling an estimated $11.4K and leaving 21,378 shares worth $1.43M. The position accounts for 0.36% of the portfolio, ranked #52.

Hoxton Planning & Management first reported a position in EEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.38M in Q3 2024. 708 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Hoxton Planning & Management held 21,378 shares of iShares MSCI Emerging Markets ETF worth $1.43M as of Q3 2026.
  • Hoxton Planning & Management sold 172 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $11.4K.
  • iShares MSCI Emerging Markets ETF made up 0.36% of Hoxton Planning & Management's portfolio in Q3 2026, its #52 holding.
  • Hoxton Planning & Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's iShares MSCI Emerging Markets ETF position peaked at $2.38M in Q3 2024.
  • 708 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.