Collective Family Office’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Collective Family Office’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	$593K	Hold	8,669	–	–	0.12%	107
2026 Q1	$492K	Hold	8,669	–	–	0.11%	108
2025 Q4	$474K	Hold	8,669	–	–	0.11%	113
2025 Q3	$463K	Hold	8,669	–	–	0.11%	114
2025 Q2	$418K	Hold	8,669	–	–	0.11%	116
2025 Q1	$379K	Hold	8,669	–	–	0.1%	117
2024 Q4	$363K	Hold	8,669	–	–	0.1%	127
2024 Q3	$398K	Sell	8,669 -325	-4%	-$14K	0.11%	123
2024 Q2	$383K	Sell	8,994 -382	-4%	-$16K	0.11%	127
2024 Q1	$385K	Hold	9,376	–	–	0.13%	130
2023 Q4	$377K	Buy	9,376 +1,500	+19%	+$57.9K	0.13%	115
2023 Q3	$299K	Hold	7,876	–	–	0.12%	133
2023 Q2	$312K	Hold	7,876	–	–	0.12%	136
2023 Q1	$311K	Buy	7,876 +1,399	+22%	+$55.6K	0.13%	131
2022 Q4	$245K	Buy	+6,477	New	+$239K	0.11%	149
2022 Q3	–	Sell	-8,444	Closed	-$339K	–	177
2022 Q2	$339K	Sell	8,444 -2,500	-23%	-$105K	0.15%	138
2022 Q1	$494K	Buy	10,944 +278	+3%	+$13.1K	0.19%	118
2021 Q4	$521K	Hold	10,666	–	–	0.21%	112
2021 Q3	$537K	Hold	10,666	–	–	0.23%	99
2021 Q2	$588K	Hold	10,666	–	–	0.25%	97
2021 Q1	$569K	Hold	10,666	–	–	0.28%	94
2020 Q4	$551K	Buy	+10,666	New	+$513K	0.31%	82

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

MFG

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

Collective Family Office's EEM Position: Q2 2026 in Review

Collective Family Office held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 8,669 shares worth $593K. The position accounts for 0.12% of the portfolio, ranked #107.

Collective Family Office first reported a position in EEM in Q4 2020 and has held it in 22 quarters since. 450 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Collective Family Office held 8,669 shares of iShares MSCI Emerging Markets ETF worth $593K as of Q2 2026.
Collective Family Office left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.12% of Collective Family Office's portfolio in Q2 2026, its #107 holding.
Collective Family Office first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
450 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.