Apella Capital
EEM icon

Apella Capital’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Apella Capital’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
Q3 		$1.89M Buy
28,014
+17,433
+165% +$1.15M 0.02% 292
2026
Q2 		$695K Buy
10,581
+220
+2% +$14.4K 0.01% 415
2026
Q1 		$659K Buy
10,361
+2,981
+40% +$175K 0.01% 415
2025
Q4 		$404K Buy
+7,380
New +$401K 0.01% 398

Other funds holding EEM

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Apella Capital's EEM Position: Q3 2026 in Review

Apella Capital increased its iShares MSCI Emerging Markets ETF (EEM) stake by 165% in Q3 2026, buying an estimated $1.15M and bringing the position to 28,014 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #292.

Apella Capital first reported a position in EEM in Q4 2025 and has held it in 4 quarters since. 1,446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Apella Capital held 28,014 shares of iShares MSCI Emerging Markets ETF worth $1.89M as of Q3 2026.
  • Apella Capital bought 17,433 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $1.15M.
  • iShares MSCI Emerging Markets ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #292 holding.
  • Apella Capital first reported a position in iShares MSCI Emerging Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.