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

Catalyst 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 Q2	$998K	Hold	14,595	–	–	0.1%	121
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

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

Catalyst Financial Partners's EEM Position: Q2 2026 in Review

Catalyst Financial Partners held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 14,595 shares worth $998K. The position accounts for 0.1% of the portfolio, ranked #121.

Catalyst Financial Partners first reported a position in EEM in Q4 2022 and has held it in 15 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Catalyst Financial Partners held 14,595 shares of iShares MSCI Emerging Markets ETF worth $998K as of Q2 2026.
Catalyst Financial Partners left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.1% of Catalyst Financial Partners's portfolio in Q2 2026, its #121 holding.
Catalyst Financial Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.