Investment Advisory Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Investment Advisory Group’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	$498K	Sell	7,286 -61	-0.8%	-$3.98K	0.11%	121
2026 Q1	$417K	Buy	7,347 +2,789	+61%	+$164K	0.11%	122
2025 Q4	$249K	Sell	4,558 -103	-2%	-$5.6K	0.06%	163
2025 Q3	$249K	Sell	4,661 -179	-4%	-$8.99K	0.07%	162
2025 Q2	$233K	Buy	4,840 +1	+0%	+$45	0.07%	157
2025 Q1	$211K	Sell	4,839 -19	-0.4%	-$825	0.07%	161
2024 Q4	$203K	Sell	4,858 -726	-13%	-$32.2K	0.07%	163
2024 Q3	$256K	Buy	+5,584	New	+$241K	0.09%	142
2022 Q1	–	Sell	-4,577	Closed	-$226K	–	131
2021 Q4	$226K	Buy	+4,577	New	+$230K	0.14%	111

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

Investment Advisory Group's EEM Position: Q2 2026 in Review

Investment Advisory Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.83% in Q2 2026, selling an estimated $3.98K and leaving 7,286 shares worth $498K. The position accounts for 0.11% of the portfolio, ranked #121.

Investment Advisory Group first reported a position in EEM in Q4 2021 and has held it in 9 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Investment Advisory Group held 7,286 shares of iShares MSCI Emerging Markets ETF worth $498K as of Q2 2026.
Investment Advisory Group sold 61 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.98K.
iShares MSCI Emerging Markets ETF made up 0.11% of Investment Advisory Group's portfolio in Q2 2026, its #121 holding.
Investment Advisory Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 9 quarters since.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.