Clune & Associates’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Clune & Associates’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	$3.62M	Sell	52,930 -4,179	-7%	-$273K	0.55%	40
2026 Q1	$3.24M	Sell	57,109 -1,177	-2%	-$69.2K	0.61%	42
2025 Q4	$3.19M	Buy	58,286 +1,596	+3%	+$86.8K	0.69%	45
2025 Q3	$3.03M	Buy	56,690 +1,301	+2%	+$65.3K	0.76%	43
2025 Q2	$2.67M	Buy	55,389 +2,088	+4%	+$93.9K	0.73%	44
2025 Q1	$2.33M	Buy	53,301 +5,175	+11%	+$225K	0.72%	43
2024 Q4	$2.01M	Buy	+48,126	New	+$2.13M	0.67%	45

Other funds holding EEM

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Clune & Associates's EEM Position: Q2 2026 in Review

Clune & Associates reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 7.3% in Q2 2026, selling an estimated $273K and leaving 52,930 shares worth $3.62M. The position accounts for 0.55% of the portfolio, ranked #40.

Clune & Associates first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Clune & Associates held 52,930 shares of iShares MSCI Emerging Markets ETF worth $3.62M as of Q2 2026.
Clune & Associates sold 4,179 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $273K.
iShares MSCI Emerging Markets ETF made up 0.55% of Clune & Associates's portfolio in Q2 2026, its #40 holding.
Clune & Associates first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.