Jeppson Wealth Management
EEM icon

Jeppson Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Jeppson Wealth 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 		$448K Hold
6,705
– – 0.13% 154
2026
Q2 		$459K Sell
6,705
-60
-0.9% -$3.92K 0.14% 148
2026
Q1 		$384K Hold
6,765
– – 0.12% 153
2025
Q4 		$370K Hold
6,765
– – 0.12% 148
2025
Q3 		$361K Hold
6,765
– – 0.12% 156
2025
Q2 		$326K Hold
6,765
– – 0.11% 159
2025
Q1 		$296K Sell
6,765
-180
-3% -$7.82K 0.11% 157
2024
Q4 		$290K Hold
6,945
– – 0.11% 154
2024
Q3 		$318K Hold
6,945
– – 0.11% 154
2024
Q2 		$296K Sell
6,945
-21
-0.3% -$881 0.11% 157
2024
Q1 		$286K Buy
6,966
+75
+1% +$2.98K 0.11% 160
2023
Q4 		$277K Buy
6,891
+530
+8% +$20.5K 0.11% 162
2023
Q3 		$241K Buy
6,361
+100
+2% +$3.96K 0.11% 161
2023
Q2 		$248K Sell
6,261
-135
-2% -$5.31K 0.11% 161
2023
Q1 		$252K Sell
6,396
-5
-0.1% -$199 0.11% 164
2022
Q4 		$243K Buy
+6,401
New +$236K 0.1% 174
2022
Q1 		– Sell
-4,224
Closed -$206K – 172
2021
Q4 		$206K Sell
4,224
-1,348
-24% -$67.8K 0.1% 149
2021
Q3 		$280K Buy
+5,572
New +$290K 0.15% 119

Other funds holding EEM

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Jeppson Wealth Management's EEM Position: Q3 2026 in Review

Jeppson Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 6,705 shares worth $448K. The position accounts for 0.13% of the portfolio, ranked #154.

Jeppson Wealth Management first reported a position in EEM in Q3 2021 and has held it in 18 quarters since. The position peaked at $459K in Q2 2026. 1,446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Jeppson Wealth Management held 6,705 shares of iShares MSCI Emerging Markets ETF worth $448K as of Q3 2026.
  • Jeppson Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
  • iShares MSCI Emerging Markets ETF made up 0.13% of Jeppson Wealth Management's portfolio in Q3 2026, its #154 holding.
  • Jeppson Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2021 and has held it in 18 quarters since.
  • Jeppson Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $459K in Q2 2026.
  • 1,446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.