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

Bellwether 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	$577K	Buy	8,437 +3,770	+81%	+$246K	0.09%	124
2026 Q1	$265K	Buy	+4,667	New	+$274K	0.04%	138
2025 Q1	–	Sell	-1,908	Closed	-$79.8K	–	517
2024 Q4	$79.8K	Buy	+1,908	New	+$84.5K	0.01%	195
2023 Q2	–	Sell	-1,896	Closed	-$74.8K	–	197
2023 Q1	$74.8K	Sell	1,896 -1,387	-42%	-$55.2K	0.02%	164
2022 Q4	$124K	Buy	3,283 +1,698	+107%	+$62.6K	0.04%	144
2022 Q3	$55K	Buy	1,585 +89	+6%	+$3.47K	0.02%	153
2022 Q2	$60K	Buy	1,496 +30	+2%	+$1.26K	0.02%	158
2022 Q1	$66K	Buy	1,466 +13	+0.9%	+$614	0.02%	181
2021 Q4	$71K	Hold	1,453	–	–	0.02%	175
2021 Q3	$72K	Sell	1,453 -127	-8%	-$6.61K	0.02%	185
2021 Q2	$87K	Buy	1,580 +141	+10%	+$7.66K	0.03%	157
2021 Q1	$76K	Buy	1,439 +239	+20%	+$13.1K	0.03%	147
2020 Q4	$62K	Buy	+1,200	New	+$57.7K	0.03%	153

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

Bellwether Advisors's EEM Position: Q2 2026 in Review

Bellwether Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 81% in Q2 2026, buying an estimated $246K and bringing the position to 8,437 shares worth $577K. The position accounts for 0.09% of the portfolio, ranked #124.

Bellwether Advisors first reported a position in EEM in Q4 2020 and has held it in 13 quarters since. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Bellwether Advisors held 8,437 shares of iShares MSCI Emerging Markets ETF worth $577K as of Q2 2026.
Bellwether Advisors bought 3,770 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $246K.
iShares MSCI Emerging Markets ETF made up 0.09% of Bellwether Advisors's portfolio in Q2 2026, its #124 holding.
Bellwether Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 13 quarters since.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.