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

Ashford 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	–	Sell	-2,515	Closed	-$143K	–	24
2026 Q1	$143K	Buy	+2,515	New	+$148K	0.03%	23
2025 Q3	–	Sell	-4,000	Closed	-$543K	–	21
2025 Q2	$543K	Buy	+4,000	New	+$180K	0.13%	16

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

Ashford Advisors's EEM Position: Q2 2026 in Review

Ashford Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2026, closing a stake of 2,515 shares — an estimated $143K sold.

Ashford Advisors first reported a position in EEM in Q2 2025 and held it in 2 quarters. The position peaked at $543K in Q2 2025. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Ashford Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
Ashford Advisors sold 2,515 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $143K.
Ashford Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and held it in 2 quarters.
Ashford Advisors's iShares MSCI Emerging Markets ETF position peaked at $543K in Q2 2025.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Ashford Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.