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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
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

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Apella Capital's EEM Position: Q2 2026 in Review

Apella Capital increased its iShares MSCI Emerging Markets ETF (EEM) stake by 2.1% in Q2 2026, buying an estimated $14.4K and bringing the position to 10,581 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #415.

Apella Capital first reported a position in EEM in Q4 2025 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Apella Capital held 10,581 shares of iShares MSCI Emerging Markets ETF worth $695K as of Q2 2026.
  • Apella Capital bought 220 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $14.4K.
  • iShares MSCI Emerging Markets ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #415 holding.
  • Apella Capital first reported a position in iShares MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.