SageView Advisory Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

SageView Advisory 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	$766K	Sell	11,192 -250	-2%	-$16.3K	0.03%	285
2026 Q1	$650K	Buy	11,442 +6,235	+120%	+$367K	0.02%	294
2025 Q4	$285K	Hold	5,207	–	–	0.01%	501
2025 Q3	$278K	Hold	5,207	–	–	0.01%	539
2025 Q2	$256K	Sell	5,207 -282	-5%	-$12.7K	0.01%	536
2025 Q1	$240K	Buy	+5,489	New	+$238K	0.01%	534
2024 Q2	–	Sell	-11,138	Closed	-$595K	–	582
2024 Q1	$595K	Buy	11,138 +4,804	+76%	+$191K	0.03%	287
2023 Q4	$244K	Buy	6,334 +1,060	+20%	+$40.9K	0.01%	573
2023 Q3	$200K	Buy	+5,274	New	+$209K	0.01%	509

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

SageView Advisory Group's EEM Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.2% in Q2 2026, selling an estimated $16.3K and leaving 11,192 shares worth $766K. The position accounts for 0.03% of the portfolio, ranked #285.

SageView Advisory Group first reported a position in EEM in Q3 2023 and has held it in 9 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

SageView Advisory Group held 11,192 shares of iShares MSCI Emerging Markets ETF worth $766K as of Q2 2026.
SageView Advisory Group sold 250 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $16.3K.
iShares MSCI Emerging Markets ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #285 holding.
SageView Advisory Group first reported a position in iShares MSCI Emerging Markets ETF in Q3 2023 and has held it in 9 quarters since.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.