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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$829K Buy
14,595
+4,038
+38% +$238K 0.1% 123
2025
Q4
$578K Hold
10,557
0.06% 155
2025
Q3
$564K Sell
10,557
-756
-7% -$38K 0.07% 152
2025
Q2
$546K Sell
11,313
-344
-3% -$15.5K 0.06% 154
2025
Q1
$509K Buy
11,657
+2,776
+31% +$121K 0.09% 143
2024
Q4
$371K Buy
8,881
+216
+2% +$9.57K 0.07% 174
2024
Q3
$397K Buy
8,665
+13
+0.2% +$561 0.08% 163
2024
Q2
$368K Buy
8,652
+471
+6% +$19.8K 0.08% 157
2024
Q1
$325K Buy
8,181
+381
+5% +$15.2K 0.08% 158
2023
Q4
$314K Sell
7,800
-1,305
-14% -$50.4K 0.09% 159
2023
Q3
$346K Hold
9,105
0.11% 137
2023
Q2
$360K Sell
9,105
-481
-5% -$18.9K 0.13% 116
2023
Q1
$378K Sell
9,586
-578
-6% -$23K 0.16% 98
2022
Q4
$385K Buy
+10,164
New +$375K 0.2% 80

Other funds holding EEM

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

Catalyst Financial Partners increased its iShares MSCI Emerging Markets ETF (EEM) stake by 38% in Q1 2026, buying an estimated $238K and bringing the position to 14,595 shares worth $829K. The position accounts for 0.1% of the portfolio, ranked #123.

Catalyst Financial Partners first reported a position in EEM in Q4 2022 and has held it in 14 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Catalyst Financial Partners held 14,595 shares of iShares MSCI Emerging Markets ETF worth $829K as of Q1 2026.
  • Catalyst Financial Partners bought 4,038 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $238K.
  • iShares MSCI Emerging Markets ETF made up 0.1% of Catalyst Financial Partners's portfolio in Q1 2026, its #123 holding.
  • Catalyst Financial Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

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