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

Beaumont 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 Q2	$204K	Buy	+2,976	New	+$194K	0.01%	370
2024 Q3	–	Sell	-36,308	Closed	-$1.55M	–	360
2024 Q2	$1.55M	Buy	36,308 +127	+0.4%	+$5.33K	0.12%	108
2024 Q1	$1.49M	Sell	36,181 -4,025	-10%	-$160K	0.12%	108
2023 Q4	$1.62M	Buy	40,206 +130	+0.3%	+$5.02K	0.15%	98
2023 Q3	$1.52M	Sell	40,076 -892	-2%	-$35.3K	0.15%	95
2023 Q2	$1.62M	Sell	40,968 -355	-0.9%	-$14K	0.15%	98
2023 Q1	$1.63M	Buy	41,323 +8,083	+24%	+$321K	0.17%	91
2022 Q4	$1.26M	Buy	33,240 +3,979	+14%	+$147K	0.13%	106
2022 Q3	$1.02M	Sell	29,261 -59	-0.2%	-$2.3K	0.1%	114
2022 Q2	$1.18M	Buy	29,320 +116	+0.4%	+$4.87K	0.11%	112
2022 Q1	$1.32M	Buy	+29,204	New	+$1.38M	0.1%	134
2019 Q4	–	Sell	-7,031	Closed	-$287K	–	287
2019 Q3	$287K	Sell	7,031 -1,230	-15%	-$50.8K	0.03%	221
2019 Q2	$354K	Buy	8,261 +749	+10%	+$31.8K	0.04%	180
2019 Q1	$322K	Sell	7,512 -492	-6%	-$20.7K	0.03%	178
2018 Q4	$313K	Sell	8,004 -11,291	-59%	-$452K	0.05%	152
2018 Q3	$828K	Buy	19,295 +240	+1%	+$10.4K	0.08%	110
2018 Q2	$826K	Sell	19,055 -101,958	-84%	-$4.72M	0.09%	99
2018 Q1	$5.84M	Buy	121,013 +24,796	+26%	+$1.22M	0.65%	44
2017 Q4	$4.53M	Buy	96,217 +15,685	+19%	+$726K	0.53%	49
2017 Q3	$3.61M	Buy	80,532 +4,238	+6%	+$187K	0.45%	57
2017 Q2	$3.16M	Buy	76,294 +11,544	+18%	+$470K	0.41%	59
2017 Q1	$2.55M	Sell	64,750 -9,188	-12%	-$349K	0.35%	77
2016 Q4	$2.59M	Sell	73,938 -3,816	-5%	-$138K	0.39%	66
2016 Q3	$2.91M	Sell	77,754 -3,175	-4%	-$116K	0.46%	76
2016 Q2	$2.78M	Sell	80,929 -4,250	-5%	-$143K	0.46%	69
2016 Q1	$2.92M	Buy	+85,179	New	+$2.64M	0.48%	65
2013 Q3	–	Sell	-862,479	Closed	-$33.2M	–	153
2013 Q2	$33.2M	Buy	+862,479	New	+$35.8M	3.07%	6

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

Beaumont Financial Advisors's EEM Position: Q2 2026 in Review

Beaumont Financial Advisors opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 2,976 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Beaumont Financial Advisors previously reported a position in EEM as recently as Q2 2024.

Beaumont Financial Advisors first reported a position in EEM in Q2 2013 and has held it in 27 quarters since. The position peaked at $33.2M in Q2 2013. 1,648 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Beaumont Financial Advisors held 2,976 shares of iShares MSCI Emerging Markets ETF worth $204K as of Q2 2026.
iShares MSCI Emerging Markets ETF was a new Beaumont Financial Advisors position in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #370 holding.
Beaumont Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 27 quarters since.
Beaumont Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $33.2M in Q2 2013.
1,648 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.