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

VisionPoint 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 Q3	$4M	Sell	59,864 -5,868	-9%	-$388K	0.63%	40
2026 Q2	$4.5M	Buy	65,732 +666	+1%	+$43.5K	0.73%	30
2026 Q1	$3.7M	Buy	65,066 +4,119	+7%	+$242K	0.7%	28
2025 Q4	$3.33M	Buy	60,947 +286	+0.5%	+$15.6K	0.65%	37
2025 Q3	$3.24M	Buy	60,661 +14,403	+31%	+$723K	0.65%	34
2025 Q2	$2.23M	Sell	46,258 -2,047	-4%	-$92K	0.49%	58
2025 Q1	$2.11M	Buy	+48,305	New	+$2.1M	0.72%	42
2024 Q3	–	Sell	-159	Closed	-$6.77K	–	390
2024 Q2	$6.77K	Buy	+159	New	+$6.67K	﹤0.01%	524

Other funds holding EEM

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

VisionPoint Advisory Group's EEM Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 8.9% in Q3 2026, selling an estimated $388K and leaving 59,864 shares worth $4M. The position accounts for 0.63% of the portfolio, ranked #40.

VisionPoint Advisory Group first reported a position in EEM in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.5M in Q2 2026. 370 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

VisionPoint Advisory Group held 59,864 shares of iShares MSCI Emerging Markets ETF worth $4M as of Q3 2026.
VisionPoint Advisory Group sold 5,868 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $388K.
iShares MSCI Emerging Markets ETF made up 0.63% of VisionPoint Advisory Group's portfolio in Q3 2026, its #40 holding.
VisionPoint Advisory Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2024 and has held it in 8 quarters since.
VisionPoint Advisory Group's iShares MSCI Emerging Markets ETF position peaked at $4.5M in Q2 2026.
370 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.