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Juncture Wealth Strategies’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Juncture Wealth Strategies’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 		$4.91M Buy
71,746
+21,950
+44% +$1.43M 1.28% 15
2026
Q1 		$2.83M Buy
+49,796
New +$2.93M 0.95% 20
2023
Q4 		– Sell
-6,325
Closed -$240K – 108
2023
Q3 		$240K Hold
6,325
– – 0.12% 107
2023
Q2 		$250K Hold
6,325
– – 0.12% 106
2023
Q1 		$250K Sell
6,325
-75
-1% -$2.98K 0.12% 99
2022
Q4 		$243K Sell
6,400
-21
-0.3% -$775 0.12% 102
2022
Q3 		$224K Sell
6,421
-5,336
-45% -$208K 0.11% 97
2022
Q2 		$471K Sell
11,757
-28,267
-71% -$1.19M 0.23% 69
2022
Q1 		$1.81M Sell
40,024
-19,205
-32% -$906K 0.86% 29
2021
Q4 		$2.89M Hold
59,229
– – 1.38% 21
2021
Q3 		$2.98M Sell
59,229
-1,345
-2% -$70K 1.57% 16
2021
Q2 		$3.16M Sell
60,574
-186,985
-76% -$10.2M 1.82% 13
2021
Q1 		$13.1M Sell
247,559
-30,361
-11% -$1.66M 8.27% 2
2020
Q4 		$14.4M Buy
277,920
+20,562
+8% +$989K 9.09% 2
2020
Q3 		$11.3M Sell
257,358
-9,291
-3% -$408K 7.84% 2
2020
Q2 		$10.7M Buy
266,649
+19,645
+8% +$735K 8.05% 2
2020
Q1 		$8.43M Buy
247,004
+105,292
+74% +$4.32M 7.78% 2
2019
Q4 		$6.36M Sell
141,712
-1,145
-0.8% -$49.1K 4.95% 4
2019
Q3 		$5.84M Buy
142,857
+16,558
+13% +$684K 5.14% 3
2019
Q2 		$5.42M Buy
126,299
+41,301
+49% +$1.75M 4.36% 4
2019
Q1 		$3.65M Buy
+84,998
New +$3.58M 2.82% 8
2018
Q4 		– Sell
-27,347
Closed -$1.17M – 104
2018
Q3 		$1.17M Sell
27,347
-124,052
-82% -$5.36M 0.61% 43
2018
Q2 		$6.56M Sell
151,399
-59,023
-28% -$2.73M 3.51% 7
2018
Q1 		$10.2M Buy
210,422
+178,665
+563% +$8.76M 5.66% 2
2017
Q4 		$1.5M Buy
+31,757
New +$1.47M 0.84% 33

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Juncture Wealth Strategies's EEM Position: Q2 2026 in Review

Juncture Wealth Strategies increased its iShares MSCI Emerging Markets ETF (EEM) stake by 44% in Q2 2026, buying an estimated $1.43M and bringing the position to 71,746 shares worth $4.91M. The position accounts for 1.28% of the portfolio, ranked #15.

Juncture Wealth Strategies first reported a position in EEM in Q4 2017 and has held it in 25 quarters since. The position peaked at $14.4M in Q4 2020. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Juncture Wealth Strategies held 71,746 shares of iShares MSCI Emerging Markets ETF worth $4.91M as of Q2 2026.
  • Juncture Wealth Strategies bought 21,950 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.43M.
  • iShares MSCI Emerging Markets ETF made up 1.28% of Juncture Wealth Strategies's portfolio in Q2 2026, its #15 holding.
  • Juncture Wealth Strategies first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 25 quarters since.
  • Juncture Wealth Strategies's iShares MSCI Emerging Markets ETF position peaked at $14.4M in Q4 2020.
  • 1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.