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

Merit 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 		$22M Buy
321,611
+49,057
+18% +$3.2M 0.13% 133
2026
Q1 		$15.5M Buy
272,554
+231,022
+556% +$13.6M 0.12% 159
2025
Q4 		$2.27M Buy
41,532
+7,658
+23% +$416K 0.02% 599
2025
Q3 		$1.81M Sell
33,874
-2,364
-7% -$119K 0.02% 621
2025
Q2 		$1.75M Buy
36,238
+606
+2% +$27.3K 0.02% 575
2025
Q1 		$1.56M Buy
35,632
+8,430
+31% +$366K 0.02% 501
2024
Q4 		$1.14M Buy
27,202
+5,874
+28% +$260K 0.02% 477
2024
Q3 		$978K Sell
21,328
-804
-4% -$34.7K 0.02% 434
2024
Q2 		$943K Sell
22,132
-255
-1% -$10.7K 0.02% 430
2024
Q1 		$951K Buy
22,387
+5,984
+36% +$238K 0.02% 415
2023
Q4 		$660K Sell
16,403
-1,082
-6% -$41.8K 0.02% 419
2023
Q3 		$664K Buy
17,485
+97
+0.6% +$3.84K 0.02% 394
2023
Q2 		$688K Buy
17,388
+503
+3% +$19.8K 0.02% 396
2023
Q1 		$666K Sell
16,885
-319
-2% -$12.7K 0.02% 347
2022
Q4 		$652K Buy
17,204
+2,401
+16% +$88.6K 0.02% 370
2022
Q3 		$516K Sell
14,803
-2,600
-15% -$101K 0.02% 351
2022
Q2 		$698K Buy
17,403
+1,113
+7% +$46.7K 0.02% 301
2022
Q1 		$735K Buy
16,290
+1
+0% +$47 0.04% 189
2021
Q4 		$796K Buy
16,289
+23
+0.1% +$1.16K 0.08% 125
2021
Q3 		$819K Sell
16,266
-278
-2% -$14.5K 0.09% 116
2021
Q2 		$912K Sell
16,544
-215
-1% -$11.7K 0.09% 103
2021
Q1 		$894K Buy
16,759
+2,755
+20% +$151K 0.09% 99
2020
Q4 		$724K Sell
14,004
-195
-1% -$9.38K 0.07% 107
2020
Q3 		$626K Buy
14,199
+2,666
+23% +$117K 0.06% 121
2020
Q2 		$461K Buy
11,533
+5,399
+88% +$202K 0.05% 136
2020
Q1 		$209K Hold
6,134
– – 0.02% 201
2019
Q4 		$275K Buy
+6,134
New +$263K 0.02% 199

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
HH
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Merit Financial Group increased its iShares MSCI Emerging Markets ETF (EEM) stake by 18% in Q2 2026, buying an estimated $3.2M and bringing the position to 321,611 shares worth $22M. The position accounts for 0.13% of the portfolio, ranked #133.

Merit Financial Group first reported a position in EEM in Q4 2019 and has held it in 27 quarters since. 291 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Merit Financial Group held 321,611 shares of iShares MSCI Emerging Markets ETF worth $22M as of Q2 2026.
  • Merit Financial Group bought 49,057 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.2M.
  • iShares MSCI Emerging Markets ETF made up 0.13% of Merit Financial Group's portfolio in Q2 2026, its #133 holding.
  • Merit Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.