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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 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. 560 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.
560 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.