Prosperity Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Prosperity Planning’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	$2.17M	Sell	31,693 -901	-3%	-$58.8K	0.5%	40
2026 Q1	$1.85M	Sell	32,594 -166	-0.5%	-$9.76K	0.47%	42
2025 Q4	$1.79M	Buy	32,760 +3,397	+12%	+$185K	0.47%	44
2025 Q3	$1.57M	Sell	29,363 -720	-2%	-$36.2K	0.42%	46
2025 Q2	$1.45M	Sell	30,083 -367	-1%	-$16.5K	0.42%	45
2025 Q1	$1.33M	Buy	30,450 +318	+1%	+$13.8K	0.42%	45
2024 Q4	$1.26M	Buy	30,132 +32	+0.1%	+$1.42K	0.4%	47
2024 Q3	$1.38M	Sell	30,100 -428	-1%	-$18.5K	0.44%	44
2024 Q2	$1.3M	Sell	30,528 -416	-1%	-$17.4K	0.44%	41
2024 Q1	$1.27M	Buy	30,944 +926	+3%	+$36.8K	0.44%	41
2023 Q4	$1.21M	Buy	30,018 +256	+0.9%	+$9.88K	0.45%	43
2023 Q3	$1.13M	Buy	29,762 +501	+2%	+$19.8K	0.47%	44
2023 Q2	$1.16M	Sell	29,261 -39	-0.1%	-$1.53K	0.48%	43
2023 Q1	$1.16M	Sell	29,300 -1,322	-4%	-$52.6K	0.5%	44
2022 Q4	$1.05M	Hold	30,622	–	–	0.52%	41
2022 Q3	$1.07M	Sell	30,622 -122	-0.4%	-$4.76K	0.56%	39
2022 Q2	$1.29M	Hold	30,744	–	–	0.66%	35
2022 Q1	$1.41M	Hold	30,744	–	–	0.69%	32
2021 Q4	$1.5M	Buy	30,744 +1,417	+5%	+$71.3K	0.76%	31
2021 Q3	$1.48M	Buy	29,327 +269	+0.9%	+$14K	0.81%	31
2021 Q2	$1.6M	Sell	29,058 -429	-1%	-$23.3K	0.99%	27
2021 Q1	$1.57M	Buy	29,487 +30	+0.1%	+$1.64K	1.12%	25
2020 Q4	$1.52M	Buy	+29,457	New	+$1.42M	1.29%	25

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prosperity Planning's EEM Position: Q2 2026 in Review

Prosperity Planning reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.8% in Q2 2026, selling an estimated $58.8K and leaving 31,693 shares worth $2.17M. The position accounts for 0.5% of the portfolio, ranked #40.

Prosperity Planning first reported a position in EEM in Q4 2020 and has held it in 23 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Prosperity Planning held 31,693 shares of iShares MSCI Emerging Markets ETF worth $2.17M as of Q2 2026.
Prosperity Planning sold 901 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $58.8K.
iShares MSCI Emerging Markets ETF made up 0.5% of Prosperity Planning's portfolio in Q2 2026, its #40 holding.
Prosperity Planning first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.