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 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 $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Allium Financial Advisors's EEM Position: Q1 2026 in Review

Allium Financial Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 21% in Q1 2026, buying an estimated $2.97M and bringing the position to 292,742 shares worth $16.6M. The position accounts for 13.33% of the portfolio, ranked #2.

Allium Financial Advisors first reported a position in EEM in Q1 2025 and has held it in 5 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Allium Financial Advisors held 292,742 shares of iShares MSCI Emerging Markets ETF worth $16.6M as of Q1 2026.
Allium Financial Advisors bought 50,433 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.97M.
iShares MSCI Emerging Markets ETF made up 13.33% of Allium Financial Advisors's portfolio in Q1 2026, its #2 holding.
Allium Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2025 and has held it in 5 quarters since.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.