Truepoint Inc’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Truepoint Inc’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 Q1	$1.69M	Hold	29,742	–	–	0.04%	62
2025 Q4	$1.63M	Sell	29,742 -774	-3%	-$42.1K	0.04%	63
2025 Q3	$1.63M	Sell	30,516 -797	-3%	-$40K	0.04%	62
2025 Q2	$1.51M	Buy	31,313 +33	+0.1%	+$1.48K	0.04%	62
2025 Q1	$1.37M	Hold	31,280	–	–	0.04%	62
2024 Q4	$1.31M	Sell	31,280 -122	-0.4%	-$5.41K	0.04%	59
2024 Q3	$1.44M	Buy	31,402 +122	+0.4%	+$5.26K	0.04%	53
2024 Q2	$1.33M	Sell	31,280 -885	-3%	-$37.1K	0.04%	52
2024 Q1	$1.32M	Sell	32,165 -4,891	-13%	-$195K	0.04%	53
2023 Q4	$1.49M	Hold	37,056	–	–	0.04%	61
2023 Q3	$1.41M	Sell	37,056 -158	-0.4%	-$6.26K	0.05%	65
2023 Q2	$1.47M	Hold	37,214	–	–	0.05%	57
2023 Q1	$1.47M	Sell	37,214 -5,745	-13%	-$228K	0.05%	57
2022 Q4	$1.63M	Buy	42,959 +8,751	+26%	+$323K	0.06%	56
2022 Q3	$1.19M	Sell	34,208 -50	-0.1%	-$1.95K	0.06%	59
2022 Q2	$1.37M	Sell	34,258 -3	-0%	-$126	0.07%	53
2022 Q1	$1.55M	Sell	34,261 -112	-0.3%	-$5.29K	0.07%	50
2021 Q4	$1.68M	Buy	34,373 +113	+0.3%	+$5.69K	0.08%	45
2021 Q3	$1.73M	Sell	34,260 -264	-0.8%	-$13.7K	0.09%	41
2021 Q2	$1.9M	Hold	34,524	–	–	0.11%	37
2021 Q1	$1.84M	Sell	34,524 -622	-2%	-$34.1K	0.11%	34
2020 Q4	$1.82M	Sell	35,146 -157	-0.4%	-$7.55K	0.12%	34
2020 Q3	$1.56M	Buy	35,303 +145	+0.4%	+$6.36K	0.12%	32
2020 Q2	$1.41M	Sell	35,158 -540	-2%	-$20.2K	0.11%	33
2020 Q1	$1.22M	Sell	35,698 -1,314	-4%	-$53.9K	0.11%	34
2019 Q4	$1.66M	Hold	37,012	–	–	0.13%	27
2019 Q3	$1.51M	Sell	37,012 -48,713	-57%	-$2.01M	0.13%	27
2019 Q2	$3.68M	Buy	85,725 +156	+0.2%	+$6.62K	0.3%	22
2019 Q1	$3.67M	Sell	85,569 -4,990	-6%	-$210K	0.31%	21
2018 Q4	$3.54M	Buy	90,559 +3,813	+4%	+$153K	0.34%	18
2018 Q3	$3.72M	Sell	86,746 -370	-0.4%	-$16K	0.32%	16
2018 Q2	$3.77M	Buy	87,116 +82,865	+1,949%	+$3.84M	0.34%	15
2018 Q1	$88.1K	Sell	4,251 -81,145	-95%	-$3.98M	0.69%	10
2017 Q4	$4.02M	Sell	85,396 -5,008	-6%	-$232K	0.38%	14
2017 Q3	$4.05M	Sell	90,404 -415	-0.5%	-$18.3K	0.4%	13
2017 Q2	$3.99M	Sell	90,819 -1,333	-1%	-$54.3K	0.4%	13
2017 Q1	$3.63M	Hold	92,152	–	–	0.39%	14
2016 Q4	$3.47M	Sell	92,152 -11,789	-11%	-$425K	0.39%	15
2016 Q3	$3.89M	Sell	103,941 -4,608	-4%	-$168K	0.47%	12
2016 Q2	$3.73M	Buy	108,549 +5,752	+6%	+$193K	0.48%	12
2016 Q1	$3.52M	Sell	102,797 -94,715	-48%	-$2.93M	0.47%	14
2015 Q4	$6.36M	Sell	197,512 -245,543	-55%	-$8.42M	0.88%	8
2015 Q3	$14.5M	Buy	+443,055	New	+$15.7M	2.17%	8

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Truepoint Inc's EEM Position: Q1 2026 in Review

Truepoint Inc held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 29,742 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #62.

Truepoint Inc first reported a position in EEM in Q3 2015 and has held it in 43 quarters since. The position peaked at $14.5M in Q3 2015. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Truepoint Inc held 29,742 shares of iShares MSCI Emerging Markets ETF worth $1.69M as of Q1 2026.
Truepoint Inc left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.04% of Truepoint Inc's portfolio in Q1 2026, its #62 holding.
Truepoint Inc first reported a position in iShares MSCI Emerging Markets ETF in Q3 2015 and has held it in 43 quarters since.
Truepoint Inc's iShares MSCI Emerging Markets ETF position peaked at $14.5M in Q3 2015.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.