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
2023 Q3	–	Sell	-600	Closed	-$24	–	653
2023 Q2	$24	Hold	600	–	–	﹤0.01%	607
2023 Q1	$24	Hold	600	–	–	﹤0.01%	628
2022 Q4	$23	Buy	+600	New	+$22.1K	﹤0.01%	555
2020 Q1	–	Sell	-2,000	Closed	-$90K	–	1818
2019 Q4	$90K	Buy	+2,000	New	+$85.8K	0.01%	480
2018 Q4	–	Sell	-2,200	Closed	-$86K	–	1553
2018 Q3	$86K	Buy	+2,200	New	+$95K	0.01%	429

Other funds holding EEM

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

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 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.