Cascade Financial Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Cascade Financial Partners’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 Q1	$736K	Hold	12,968	–	–	0.08%	140
2025 Q4	$709K	Hold	12,968	–	–	0.07%	142
2025 Q3	$692K	Hold	12,968	–	–	0.08%	142
2025 Q2	$626K	Sell	12,968 -300	-2%	-$13.5K	0.08%	148
2025 Q1	$580K	Hold	13,268	–	–	0.07%	145
2024 Q4	$555K	Hold	13,268	–	–	0.07%	133
2024 Q3	$604K	Sell	13,268 -588	-4%	-$25.4K	0.08%	132
2024 Q2	$590K	Hold	13,856	–	–	0.08%	127
2024 Q1	$562K	Buy	+13,856	New	+$551K	0.08%	126

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Cascade Financial Partners's EEM Position: Q1 2026 in Review

Cascade Financial Partners held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 12,968 shares worth $736K. The position accounts for 0.08% of the portfolio, ranked #140.

Cascade Financial Partners first reported a position in EEM in Q1 2024 and has held it in 9 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Cascade Financial Partners held 12,968 shares of iShares MSCI Emerging Markets ETF worth $736K as of Q1 2026.
Cascade Financial Partners left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.08% of Cascade Financial Partners's portfolio in Q1 2026, its #140 holding.
Cascade Financial Partners first reported a position in iShares MSCI Emerging Markets ETF in Q1 2024 and has held it in 9 quarters since.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.