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

Marion 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	$332K	Sell	4,858 -19	-0.4%	-$1.24K	0.07%	118
2026 Q1	$277K	Hold	4,877	–	–	0.06%	116
2025 Q4	$288K	Hold	4,877	–	–	0.06%	115
2025 Q3	$260K	Hold	4,877	–	–	0.06%	117
2025 Q2	$235K	Hold	4,877	–	–	0.06%	125
2025 Q1	$213K	Hold	4,877	–	–	0.06%	123
2024 Q4	$204K	Hold	4,877	–	–	0.05%	128
2024 Q3	$224K	Buy	+4,877	New	+$210K	0.06%	122

Other funds holding EEM

Greenfield FTC Reno, Nevada $735M AUM 22.08% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

Marion Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.39% in Q2 2026, selling an estimated $1.24K and leaving 4,858 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #118.

Marion Wealth Management first reported a position in EEM in Q3 2024 and has held it in 8 quarters since. 291 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Marion Wealth Management held 4,858 shares of iShares MSCI Emerging Markets ETF worth $332K as of Q2 2026.
Marion Wealth Management sold 19 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.24K.
iShares MSCI Emerging Markets ETF made up 0.07% of Marion Wealth Management's portfolio in Q2 2026, its #118 holding.
Marion Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2024 and has held it in 8 quarters since.
291 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.