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 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 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

Jeppson Wealth Management's EEM Position: Q2 2026 in Review

Jeppson Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.89% in Q2 2026, selling an estimated $3.92K and leaving 6,705 shares worth $459K. The position accounts for 0.14% of the portfolio, ranked #148.

Jeppson Wealth Management first reported a position in EEM in Q3 2021 and has held it in 17 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Jeppson Wealth Management held 6,705 shares of iShares MSCI Emerging Markets ETF worth $459K as of Q2 2026.
Jeppson Wealth Management sold 60 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.92K.
iShares MSCI Emerging Markets ETF made up 0.14% of Jeppson Wealth Management's portfolio in Q2 2026, its #148 holding.
Jeppson Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2021 and has held it in 17 quarters since.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.