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Bedel Financial Consulting’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bedel Financial Consulting’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 		$558K Hold
8,153
– – 0.05% 168
2026
Q1 		$463K Hold
8,153
– – 0.05% 171
2025
Q4 		$446K Hold
8,153
– – 0.05% 173
2025
Q3 		$435K Hold
8,153
– – 0.06% 172
2025
Q2 		$393K Hold
8,153
– – 0.05% 182
2025
Q1 		$368K Hold
8,153
– – 0.05% 178
2024
Q4 		$351K Hold
8,153
– – 0.05% 195
2024
Q3 		$374K Hold
8,153
– – 0.05% 175
2024
Q2 		$347K Sell
8,153
-306
-4% -$12.8K 0.05% 174
2024
Q1 		$348K Hold
8,459
– – 0.05% 173
2023
Q4 		$340K Sell
8,459
-6,420
-43% -$248K 0.06% 168
2023
Q3 		$565K Buy
14,879
+333
+2% +$13.2K 0.11% 109
2023
Q2 		$575K Buy
14,546
+1,777
+14% +$69.9K 0.12% 107
2023
Q1 		$504K Buy
12,769
+2,010
+19% +$79.9K 0.12% 111
2022
Q4 		$408K Sell
10,759
-3,992
-27% -$147K 0.1% 131
2022
Q3 		$534K Buy
14,751
+1,896
+15% +$74K 0.14% 96
2022
Q2 		$515K Buy
12,855
+9,805
+321% +$411K 0.15% 98
2022
Q1 		$138K Buy
3,050
+933
+44% +$44K 0.04% 227
2021
Q4 		$103K Buy
2,117
+842
+66% +$42.4K 0.03% 276
2021
Q3 		$64K Buy
1,275
+290
+29% +$15.1K 0.02% 347
2021
Q2 		$54K Buy
985
+204
+26% +$11.1K 0.02% 361
2021
Q1 		$42K Buy
781
+175
+29% +$9.58K 0.02% 385
2020
Q4 		$31K Buy
606
+155
+34% +$7.45K 0.01% 383
2020
Q3 		$20K Buy
451
+200
+80% +$8.78K 0.01% 425
2020
Q2 		$10K Buy
251
+1
+0.4% +$37 0.01% 485
2020
Q1 		$9K Buy
+250
New +$10.3K 0.01% 486
2019
Q3 		– Sell
-171
Closed -$7K – 756
2019
Q2 		$7K Hold
171
– – ﹤0.01% 526
2019
Q1 		$7K Hold
171
– – ﹤0.01% 531
2018
Q4 		$7K Buy
+171
New +$6.85K 0.01% 507

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bedel Financial Consulting's EEM Position: Q2 2026 in Review

Bedel Financial Consulting held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 8,153 shares worth $558K. The position accounts for 0.05% of the portfolio, ranked #168.

Bedel Financial Consulting first reported a position in EEM in Q4 2018 and has held it in 29 quarters since. The position peaked at $575K in Q2 2023. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Bedel Financial Consulting held 8,153 shares of iShares MSCI Emerging Markets ETF worth $558K as of Q2 2026.
  • Bedel Financial Consulting left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.05% of Bedel Financial Consulting's portfolio in Q2 2026, its #168 holding.
  • Bedel Financial Consulting first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 29 quarters since.
  • Bedel Financial Consulting's iShares MSCI Emerging Markets ETF position peaked at $575K in Q2 2023.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.