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YHB Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

YHB Investment 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 		$1.17M Sell
17,055
-125
-0.7% -$8.16K 0.07% 161
2026
Q1 		$976K Buy
17,180
+50
+0.3% +$2.94K 0.07% 173
2025
Q4 		$937K Buy
17,130
+15
+0.1% +$816 0.06% 174
2025
Q3 		$914K Sell
17,115
-277
-2% -$13.9K 0.07% 172
2025
Q2 		$839K Buy
17,392
+438
+3% +$19.7K 0.06% 170
2025
Q1 		$741K Sell
16,954
-35
-0.2% -$1.52K 0.06% 168
2024
Q4 		$710K Sell
16,989
-15
-0.1% -$665 0.06% 173
2024
Q3 		$780K Buy
17,004
+10
+0.1% +$431 0.06% 165
2024
Q2 		$724K Hold
16,994
– – 0.06% 167
2024
Q1 		$698K Sell
16,994
-608
-3% -$24.2K 0.06% 167
2023
Q4 		$708K Sell
17,602
-150
-0.8% -$5.79K 0.07% 160
2023
Q3 		$674K Sell
17,752
-100
-0.6% -$3.96K 0.06% 164
2023
Q2 		$706K Sell
17,852
-1,370
-7% -$53.9K 0.07% 164
2023
Q1 		$759K Sell
19,222
-130
-0.7% -$5.17K 0.08% 157
2022
Q4 		$733K Sell
19,352
-4,515
-19% -$167K 0.08% 161
2022
Q3 		$832K Sell
23,867
-2,781
-10% -$109K 0.09% 153
2022
Q2 		$1.07M Sell
26,648
-1,225
-4% -$51.4K 0.11% 142
2022
Q1 		$1.26M Sell
27,873
-31,313
-53% -$1.48M 0.11% 148
2021
Q4 		$2.89M Sell
59,186
-3,123
-5% -$157K 0.23% 102
2021
Q3 		$3.14M Buy
62,309
+623
+1% +$32.4K 0.27% 97
2021
Q2 		$3.4M Sell
61,686
-676
-1% -$36.7K 0.29% 93
2021
Q1 		$3.39M Sell
62,362
-4,007
-6% -$219K 0.29% 91
2020
Q4 		$3.43M Buy
66,369
+210
+0.3% +$10.1K 0.33% 80
2020
Q3 		$2.92M Buy
+66,159
New +$2.9M 0.32% 78

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

YHB Investment Advisors's EEM Position: Q2 2026 in Review

YHB Investment Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.73% in Q2 2026, selling an estimated $8.16K and leaving 17,055 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #161.

YHB Investment Advisors first reported a position in EEM in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.43M in Q4 2020. 508 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • YHB Investment Advisors held 17,055 shares of iShares MSCI Emerging Markets ETF worth $1.17M as of Q2 2026.
  • YHB Investment Advisors sold 125 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $8.16K.
  • iShares MSCI Emerging Markets ETF made up 0.07% of YHB Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • YHB Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $3.43M in Q4 2020.
  • 508 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.