Magnus Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Magnus Financial 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	$2.25M	Buy	32,961 +461	+1%	+$30.1K	0.16%	99
2026 Q1	$1.85M	Sell	32,500 -266	-0.8%	-$15.6K	0.15%	105
2025 Q4	$1.79M	Buy	32,766 +652	+2%	+$35.5K	0.14%	124
2025 Q3	$1.71M	Buy	32,114 +1,181	+4%	+$59.3K	0.14%	121
2025 Q2	$1.49M	Buy	30,933 +857	+3%	+$38.5K	0.13%	123
2025 Q1	$1.31M	Buy	30,076 +2,003	+7%	+$87K	0.13%	127
2024 Q4	$1.17M	Sell	28,073 -641	-2%	-$28.4K	0.11%	135
2024 Q3	$1.32M	Sell	28,714 -9	-0%	-$388	0.13%	119
2024 Q2	$1.22M	Buy	28,723 +1,263	+5%	+$53K	0.14%	116
2024 Q1	$1.13M	Sell	27,460 -1,334	-5%	-$53.1K	0.13%	124
2023 Q4	$1.16M	Sell	28,794 -4,526	-14%	-$175K	0.15%	114
2023 Q3	$1.26M	Sell	33,320 -310	-0.9%	-$12.3K	0.18%	89
2023 Q2	$1.33M	Sell	33,630 -119	-0.4%	-$4.68K	0.19%	88
2023 Q1	$1.33M	Buy	33,749 +4,596	+16%	+$183K	0.2%	87
2022 Q4	$1.1M	Sell	29,153 -7,382	-20%	-$272K	0.18%	95
2022 Q3	$1.27M	Buy	36,535 +1,274	+4%	+$49.7K	0.24%	81
2022 Q2	$1.41M	Buy	35,261 +1,045	+3%	+$43.8K	0.26%	74
2022 Q1	$1.54M	Buy	34,216 +4,422	+15%	+$209K	0.26%	73
2021 Q4	$1.46M	Buy	29,794 +905	+3%	+$45.5K	0.28%	63
2021 Q3	$1.46M	Sell	28,889 -384	-1%	-$20K	0.31%	54
2021 Q2	$1.61M	Buy	29,273 +18	+0.1%	+$978	0.35%	44
2021 Q1	$1.56M	Sell	29,255 -23,656	-45%	-$1.3M	0.38%	42
2020 Q4	$2.73M	Buy	52,911 +22,223	+72%	+$1.07M	0.27%	34
2020 Q3	$1.35M	Sell	30,688 -10,086	-25%	-$443K	0.16%	53
2020 Q2	$1.63M	Sell	40,774 -58,311	-59%	-$2.18M	0.18%	42
2020 Q1	$3.38M	Sell	99,085 -2,828	-3%	-$116K	0.46%	28
2019 Q4	$4.57M	Buy	101,913 +7,900	+8%	+$339K	0.65%	21
2019 Q3	$3.84M	Sell	94,013 -3,399	-3%	-$140K	0.72%	16
2019 Q2	$4.18M	Sell	97,412 -8,034	-8%	-$341K	0.81%	19
2019 Q1	$4.53M	Buy	105,446 +10,806	+11%	+$455K	0.92%	16
2018 Q4	$3.7M	Buy	+94,640	New	+$3.79M	0.98%	16

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Magnus Financial Group's EEM Position: Q2 2026 in Review

Magnus Financial Group increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.4% in Q2 2026, buying an estimated $30.1K and bringing the position to 32,961 shares worth $2.25M. The position accounts for 0.16% of the portfolio, ranked #99.

Magnus Financial Group first reported a position in EEM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.57M in Q4 2019. 477 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Magnus Financial Group held 32,961 shares of iShares MSCI Emerging Markets ETF worth $2.25M as of Q2 2026.
Magnus Financial Group bought 461 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $30.1K.
iShares MSCI Emerging Markets ETF made up 0.16% of Magnus Financial Group's portfolio in Q2 2026, its #99 holding.
Magnus Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
Magnus Financial Group's iShares MSCI Emerging Markets ETF position peaked at $4.57M in Q4 2019.
477 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.