Pinnacle Wealth Planning Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.6M | Buy |
199,501
+3,766
| +2% | +$246K | 1.3% | 11 |
|
|
2026
Q1 | $11.1M | Buy |
195,735
+179,920
| +1,138% | +$10.6M | 1.15% | 13 |
|
|
2025
Q4 | $865K | Sell |
15,815
-116
| -0.7% | -$6.31K | 0.09% | 118 |
|
|
2025
Q3 | $851K | Sell |
15,931
-267
| -2% | -$13.4K | 0.1% | 120 |
|
|
2025
Q2 | $781K | Sell |
16,198
-2,746
| -14% | -$123K | 0.1% | 119 |
|
|
2025
Q1 | $828K | Buy |
18,944
+1,992
| +12% | +$86.5K | 0.12% | 95 |
|
|
2024
Q4 | $709K | Buy |
16,952
+6,873
| +68% | +$305K | 0.11% | 110 |
|
|
2024
Q3 | $462K | Sell |
10,079
-149
| -1% | -$6.42K | 0.06% | 202 |
|
|
2024
Q2 | $436K | Sell |
10,228
-26
| -0.3% | -$1.09K | 0.06% | 203 |
|
|
2024
Q1 | $421K | Hold |
10,254
| – | – | 0.06% | 223 |
|
|
2023
Q4 | $412K | Buy |
10,254
+1,261
| +14% | +$48.7K | 0.06% | 206 |
|
|
2023
Q3 | $341K | Buy |
8,993
+3,157
| +54% | +$125K | 0.06% | 226 |
|
|
2023
Q2 | $231K | Sell |
5,836
-3,661
| -39% | -$144K | 0.04% | 329 |
|
|
2023
Q1 | $375K | Sell |
9,497
-536
| -5% | -$21.3K | 0.06% | 227 |
|
|
2022
Q4 | $380K | Sell |
10,033
-1,735
| -15% | -$64K | 0.07% | 211 |
|
|
2022
Q3 | $411K | Buy |
11,768
+1,923
| +20% | +$75K | 0.08% | 173 |
|
|
2022
Q2 | $395K | Buy |
9,845
+132
| +1% | +$5.54K | 0.07% | 189 |
|
|
2022
Q1 | $439K | Buy |
9,713
+648
| +7% | +$30.6K | 0.08% | 187 |
|
|
2021
Q4 | $443K | Sell |
9,065
-310
| -3% | -$15.6K | 0.09% | 178 |
|
|
2021
Q3 | $472K | Buy |
9,375
+764
| +9% | +$39.8K | 0.1% | 150 |
|
|
2021
Q2 | $475K | Buy |
8,611
+417
| +5% | +$22.7K | 0.11% | 145 |
|
|
2021
Q1 | $437K | Sell |
8,194
-491
| -6% | -$26.9K | 0.11% | 146 |
|
|
2020
Q4 | $448K | Hold |
8,685
| – | – | 0.11% | 125 |
|
|
2020
Q3 | $383K | Hold |
8,685
| – | – | 0.13% | 125 |
|
|
2020
Q2 | $348K | Sell |
8,685
-126
| -1% | -$4.72K | 0.11% | 142 |
|
|
2020
Q1 | $300K | Buy |
8,811
+3,671
| +71% | +$151K | 0.14% | 137 |
|
|
2019
Q4 | $230K | Sell |
5,140
-766
| -13% | -$32.9K | 0.11% | 189 |
|
|
2019
Q3 | $241K | Buy |
5,906
+2
| +0% | +$83 | 0.13% | 151 |
|
|
2019
Q2 | $254K | Sell |
5,904
-7,289
| -55% | -$309K | 0.15% | 135 |
|
|
2019
Q1 | $567K | Buy |
13,193
+290
| +2% | +$12.2K | 0.38% | 49 |
|
|
2018
Q4 | $504K | Sell |
12,903
-3,946
| -23% | -$158K | 0.32% | 61 |
|
|
2018
Q3 | $723K | Hold |
16,849
| – | – | 0.66% | 39 |
|
|
2018
Q2 | $730K | Hold |
16,849
| – | – | 0.71% | 37 |
|
|
2018
Q1 | $813K | Hold |
16,849
| – | – | 0.84% | 32 |
|
|
2017
Q4 | $794K | Buy |
+16,849
| New | +$780K | 1.62% | 14 |
|
Other funds holding EEM
Pinnacle Wealth Planning Services's EEM Position: Q2 2026 in Review
Pinnacle Wealth Planning Services increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.9% in Q2 2026, buying an estimated $246K and bringing the position to 199,501 shares worth $13.6M. The position accounts for 1.3% of the portfolio, ranked #11.
Pinnacle Wealth Planning Services first reported a position in EEM in Q4 2017 and has held it in 35 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.
- Pinnacle Wealth Planning Services held 199,501 shares of iShares MSCI Emerging Markets ETF worth $13.6M as of Q2 2026.
- Pinnacle Wealth Planning Services bought 3,766 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $246K.
- iShares MSCI Emerging Markets ETF made up 1.3% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #11 holding.
- Pinnacle Wealth Planning Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 35 quarters since.
- 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.