Acorn Financial Advisory Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Acorn Financial Advisory Services’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	$351K	Sell	5,137 -309	-6%	-$20.2K	0.05%	163
2026 Q1	$309K	Sell	5,446 -758	-12%	-$44.6K	0.04%	166
2025 Q4	$339K	Buy	6,204 +320	+5%	+$17.4K	0.05%	149
2025 Q3	$314K	Sell	5,884 -59	-1%	-$2.96K	0.05%	156
2025 Q2	$287K	Buy	5,943 +747	+14%	+$33.6K	0.05%	159
2025 Q1	$227K	Hold	5,196	–	–	0.04%	171
2024 Q4	$217K	Sell	5,196 -668	-11%	-$29.6K	0.04%	193
2024 Q3	$269K	Hold	5,864	–	–	0.05%	170
2024 Q2	$250K	Sell	5,864 -921	-14%	-$38.6K	0.05%	175
2024 Q1	$279K	Sell	6,785 -13,249	-66%	-$527K	0.05%	168
2023 Q4	$796K	Sell	20,034 -3,263	-14%	-$126K	0.14%	105
2023 Q3	$882K	Hold	23,297	–	–	0.16%	97
2023 Q2	$922K	Buy	23,297 +136	+0.6%	+$5.35K	0.16%	88
2023 Q1	$914K	Buy	23,161 +371	+2%	+$14.8K	0.18%	85
2022 Q4	$864K	Buy	22,790 +4,799	+27%	+$177K	0.18%	82
2022 Q3	$630K	Buy	17,991 +4,672	+35%	+$182K	0.15%	103
2022 Q2	$538K	Buy	13,319 +503	+4%	+$21.1K	0.13%	108
2022 Q1	$578K	Buy	12,816 +100	+0.8%	+$4.72K	0.12%	119
2021 Q4	$620K	Buy	12,716 +3	+0%	+$151	0.12%	115
2021 Q3	$640K	Sell	12,713 -1,552	-11%	-$80.8K	0.2%	108
2021 Q2	$785K	Buy	14,265 +4,561	+47%	+$248K	0.23%	105
2021 Q1	$520K	Sell	9,704 -5,273	-35%	-$289K	0.19%	124
2020 Q4	$773K	Sell	14,977 -1,365	-8%	-$65.6K	0.3%	89
2020 Q3	$722K	Buy	16,342 +65	+0.4%	+$2.85K	0.38%	79
2020 Q2	$653K	Sell	16,277 -696	-4%	-$26.1K	0.46%	77
2020 Q1	$580K	Sell	16,973 -2,481	-13%	-$102K	0.57%	57
2019 Q4	$870K	Buy	+19,454	New	+$835K	0.73%	45

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acorn Financial Advisory Services's EEM Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 5.7% in Q2 2026, selling an estimated $20.2K and leaving 5,137 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #163.

Acorn Financial Advisory Services first reported a position in EEM in Q4 2019 and has held it in 27 quarters since. The position peaked at $922K in Q2 2023. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Acorn Financial Advisory Services held 5,137 shares of iShares MSCI Emerging Markets ETF worth $351K as of Q2 2026.
Acorn Financial Advisory Services sold 309 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $20.2K.
iShares MSCI Emerging Markets ETF made up 0.05% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #163 holding.
Acorn Financial Advisory Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's iShares MSCI Emerging Markets ETF position peaked at $922K in Q2 2023.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.