Allium Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Allium Financial 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	$24.4M	Buy	356,385 +63,643	+22%	+$4.16M	15.96%	1
2026 Q1	$16.6M	Buy	292,742 +50,433	+21%	+$2.97M	13.33%	2
2025 Q4	$13.3M	Buy	242,309 +131,243	+118%	+$7.14M	10.51%	2
2025 Q3	$5.93M	Buy	111,066 +33,898	+44%	+$1.7M	4.91%	6
2025 Q2	$3.72M	Buy	77,168 +37,713	+96%	+$1.7M	3.24%	8
2025 Q1	$1.72M	Buy	+39,455	New	+$1.71M	1.57%	14

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

Allium Financial Advisors's EEM Position: Q2 2026 in Review

Allium Financial Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 22% in Q2 2026, buying an estimated $4.16M and bringing the position to 356,385 shares worth $24.4M. The position accounts for 15.96% of the portfolio, ranked #1.

Allium Financial Advisors first reported a position in EEM in Q1 2025 and has held it in 6 quarters since. 1,652 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Allium Financial Advisors held 356,385 shares of iShares MSCI Emerging Markets ETF worth $24.4M as of Q2 2026.
Allium Financial Advisors bought 63,643 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $4.16M.
iShares MSCI Emerging Markets ETF made up 15.96% of Allium Financial Advisors's portfolio in Q2 2026, its #1 holding.
Allium Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
1,652 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.