Advisor OS’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Advisor OS’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	$218K	Sell	3,191 -3,628	-53%	-$237K	0.01%	540
2026 Q1	$387K	Sell	6,819 -1,771	-21%	-$104K	0.03%	359
2025 Q4	$470K	Buy	8,590 +112	+1%	+$6.09K	0.04%	289
2025 Q3	$453K	Buy	8,478 +317	+4%	+$15.9K	0.04%	284
2025 Q2	$394K	Buy	+8,161	New	+$367K	0.04%	297
2021 Q2	–	Sell	-156,951	Closed	-$8.37M	–	227
2021 Q1	$8.37M	Buy	+156,951	New	+$8.59M	1.9%	13

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

Advisor OS's EEM Position: Q2 2026 in Review

Advisor OS reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 53% in Q2 2026, selling an estimated $237K and leaving 3,191 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #540.

Advisor OS first reported a position in EEM in Q1 2021 and has held it in 6 quarters since. The position peaked at $8.37M in Q1 2021. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Advisor OS held 3,191 shares of iShares MSCI Emerging Markets ETF worth $218K as of Q2 2026.
Advisor OS sold 3,628 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $237K.
iShares MSCI Emerging Markets ETF made up 0.01% of Advisor OS's portfolio in Q2 2026, its #540 holding.
Advisor OS first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and has held it in 6 quarters since.
Advisor OS's iShares MSCI Emerging Markets ETF position peaked at $8.37M in Q1 2021.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.