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Valeo Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Valeo Financial Advisors’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 		$7.83M Sell
114,407
-1,251
-1% -$81.7K 0.17% 65
2026
Q1 		$6.57M Buy
115,658
+30
+0% +$1.76K 0.16% 69
2025
Q4 		$6.33M Sell
115,628
-1,549
-1% -$84.2K 0.14% 82
2025
Q3 		$6.26M Buy
117,177
+147
+0.1% +$7.38K 0.14% 76
2025
Q2 		$5.65M Buy
117,030
+724
+0.6% +$32.6K 0.14% 81
2025
Q1 		$5.08M Sell
116,306
-3,357
-3% -$146K 0.14% 74
2024
Q4 		$5M Sell
119,663
-11,755
-9% -$521K 0.14% 73
2024
Q3 		$6.03M Sell
131,418
-18,333
-12% -$790K 0.17% 65
2024
Q2 		$6.38M Sell
149,751
-19,718
-12% -$827K 0.2% 61
2024
Q1 		$6.88M Sell
169,469
-30,120
-15% -$1.2M 0.25% 54
2023
Q4 		$8.03M Sell
199,589
-14,664
-7% -$566K 0.32% 40
2023
Q3 		$8.13M Sell
214,253
-609
-0.3% -$24.1K 0.37% 37
2023
Q2 		$8.2M Sell
214,862
-659
-0.3% -$25.9K 0.37% 37
2023
Q1 		$8.21M Sell
215,521
-3,907
-2% -$155K 0.4% 34
2022
Q4 		$8.03M Sell
219,428
-8,214
-4% -$303K 0.44% 32
2022
Q3 		$7.94M Buy
227,642
+16,914
+8% +$660K 0.51% 28
2022
Q2 		$8.45M Buy
210,728
+27,604
+15% +$1.16M 0.53% 27
2022
Q1 		$8.27M Buy
183,124
+14,343
+8% +$677K 0.42% 35
2021
Q4 		$8.24M Sell
168,781
-60,678
-26% -$3.05M 0.45% 32
2021
Q3 		$11.6M Buy
229,459
+10,860
+5% +$565K 0.66% 23
2021
Q2 		$12.1M Sell
218,599
-56,513
-21% -$3.07M 0.73% 20
2021
Q1 		$14.7M Buy
275,112
+1,693
+0.6% +$92.7K 0.68% 20
2020
Q4 		$14.1M Buy
273,419
+65,061
+31% +$3.13M 0.73% 19
2020
Q3 		$9.19M Buy
208,358
+1,850
+0.9% +$81.2K 0.8% 14
2020
Q2 		$8.26M Buy
206,508
+19,223
+10% +$720K 0.75% 16
2020
Q1 		$6.62M Sell
187,285
-26,747
-12% -$1.1M 0.7% 22
2019
Q4 		$9.6M Buy
214,032
+6,982
+3% +$300K 0.93% 16
2019
Q3 		$8.46M Sell
207,050
-1,993
-1% -$82.3K 0.93% 15
2019
Q2 		$8.97M Sell
209,043
-5,786
-3% -$246K 1.03% 15
2019
Q1 		$9.22M Buy
214,829
+7,751
+4% +$326K 1.12% 14
2018
Q4 		$8.09M Buy
207,078
+54,348
+36% +$2.18M 1.13% 15
2018
Q3 		$5.98M Buy
152,730
+8,445
+6% +$365K 0.81% 21
2018
Q2 		$6.13M Sell
144,285
-3,827
-3% -$177K 0.86% 18
2018
Q1 		$7.15M Sell
148,112
-463
-0.3% -$22.7K 1.15% 14
2017
Q4 		$7M Buy
148,575
+5,855
+4% +$271K 1.15% 15
2017
Q3 		$6.39M Buy
+142,720
New +$6.28M 1.45% 10

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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

Valeo Financial Advisors's EEM Position: Q2 2026 in Review

Valeo Financial Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.1% in Q2 2026, selling an estimated $81.7K and leaving 114,407 shares worth $7.83M. The position accounts for 0.17% of the portfolio, ranked #65.

Valeo Financial Advisors first reported a position in EEM in Q3 2017 and has held it in 36 quarters since. The position peaked at $14.7M in Q1 2021. 508 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Valeo Financial Advisors held 114,407 shares of iShares MSCI Emerging Markets ETF worth $7.83M as of Q2 2026.
  • Valeo Financial Advisors sold 1,251 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $81.7K.
  • iShares MSCI Emerging Markets ETF made up 0.17% of Valeo Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • Valeo Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $14.7M in Q1 2021.
  • 508 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.