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WealthPlan Investment Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

WealthPlan Investment Management’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 		$241K Hold
3,528
– – 0.01% 427
2026
Q1 		$200K Buy
+3,528
New +$208K 0.01% 448

Other funds holding EEM

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

WealthPlan Investment Management's EEM Position: Q2 2026 in Review

WealthPlan Investment Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 3,528 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #427.

WealthPlan Investment Management first reported a position in EEM in Q1 2026 and has held it in 2 quarters since. 619 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • WealthPlan Investment Management held 3,528 shares of iShares MSCI Emerging Markets ETF worth $241K as of Q2 2026.
  • WealthPlan Investment Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #427 holding.
  • WealthPlan Investment Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 619 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.