Beacon Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Beacon Financial Group’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	$475K	Sell	6,941 -11	-0.2%	-$718	0.04%	251
2026 Q1	$395K	Sell	6,952 -200	-3%	-$11.8K	0.04%	258
2025 Q4	$391K	Hold	7,152	–	–	0.04%	257
2025 Q3	$382K	Hold	7,152	–	–	0.04%	264
2025 Q2	$345K	Sell	7,152 -1,924	-21%	-$86.5K	0.04%	274
2025 Q1	$397K	Buy	+9,076	New	+$394K	0.04%	241

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

Beacon Financial Group's EEM Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.16% in Q2 2026, selling an estimated $718 and leaving 6,941 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #251.

Beacon Financial Group first reported a position in EEM in Q1 2025 and has held it in 6 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Beacon Financial Group held 6,941 shares of iShares MSCI Emerging Markets ETF worth $475K as of Q2 2026.
Beacon Financial Group sold 11 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $718.
iShares MSCI Emerging Markets ETF made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #251 holding.
Beacon Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.