CFFP
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Center for Financial Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Center for Financial Planning’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 		$225K Buy
3,286
+2
+0.1% +$131 0.02% 165
2026
Q1 		$187K Buy
3,284
+2,612
+389% +$154K 0.02% 180
2025
Q4 		$36.8K Buy
672
+6
+0.9% +$326 ﹤0.01% 333
2025
Q3 		$35.6K Hold
666
– – ﹤0.01% 349
2025
Q2 		$32.1K Buy
666
+3
+0.5% +$135 ﹤0.01% 340
2025
Q1 		$29K Hold
663
– – ﹤0.01% 351
2024
Q4 		$27.7K Buy
663
+7
+1% +$310 ﹤0.01% 318
2024
Q3 		$30.1K Hold
656
– – ﹤0.01% 301
2024
Q2 		$27.9K Buy
656
+3
+0.5% +$126 ﹤0.01% 297
2024
Q1 		$26.8K Sell
653
-98
-13% -$3.9K ﹤0.01% 299
2023
Q4 		$30.2K Buy
751
+7
+0.9% +$270 0.01% 273
2023
Q3 		$28.3K Hold
744
– – 0.01% 273
2023
Q2 		$29.4K Buy
744
+2
+0.3% +$79 0.01% 289
2023
Q1 		$29.3K Sell
742
-875
-54% -$34.8K 0.01% 269
2022
Q4 		$61.3K Buy
1,617
+6
+0.4% +$221 0.01% 200
2022
Q3 		$56K Sell
1,611
-8,500
-84% -$332K 0.01% 201
2022
Q2 		$405K Buy
10,111
+3
+0% +$126 0.1% 82
2022
Q1 		$456K Buy
10,108
+8,501
+529% +$401K 0.09% 83
2021
Q4 		$79K Buy
1,607
+5
+0.3% +$252 0.02% 188
2021
Q3 		$81K Hold
1,602
– – 0.02% 176
2021
Q2 		$88K Sell
1,602
-74
-4% -$4.02K 0.02% 172
2021
Q1 		$89K Buy
1,676
+663
+65% +$36.3K 0.02% 170
2020
Q4 		$52K Hold
1,013
– – 0.01% 197
2020
Q3 		$45K Sell
1,013
-871
-46% -$38.2K 0.01% 195
2020
Q2 		$75K Sell
1,884
-5,287
-74% -$198K 0.03% 159
2020
Q1 		$245K Buy
7,171
+5,373
+299% +$220K 0.08% 99
2019
Q4 		$81K Buy
+1,798
New +$77.2K 0.02% 154

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Center for Financial Planning's EEM Position: Q2 2026 in Review

Center for Financial Planning increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.06% in Q2 2026, buying an estimated $131 and bringing the position to 3,286 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #165.

Center for Financial Planning first reported a position in EEM in Q4 2019 and has held it in 27 quarters since. The position peaked at $456K in Q1 2022. 508 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Center for Financial Planning held 3,286 shares of iShares MSCI Emerging Markets ETF worth $225K as of Q2 2026.
  • Center for Financial Planning bought 2 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $131.
  • iShares MSCI Emerging Markets ETF made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #165 holding.
  • Center for Financial Planning first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's iShares MSCI Emerging Markets ETF position peaked at $456K in Q1 2022.
  • 508 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.