Colton Groome Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Colton Groome Financial Advisors’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	$21.6M	Buy	315,410 +10,997	+4%	+$718K	5.22%	4
2026 Q1	$17.3M	Buy	304,413 +9,937	+3%	+$584K	4.92%	4
2025 Q4	$16.1M	Buy	294,476 +20,540	+7%	+$1.12M	4.62%	4
2025 Q3	$14.6M	Buy	273,936 +23,048	+9%	+$1.16M	4.49%	4
2025 Q2	$12.1M	Buy	250,888 +11,231	+5%	+$505K	4.1%	4
2025 Q1	$10.5M	Sell	239,657 -6,696	-3%	-$291K	4.07%	4
2024 Q4	$10.3M	Sell	246,353 -3,563	-1%	-$158K	3.94%	4
2024 Q3	$11.5M	Buy	249,916 +4,417	+2%	+$190K	4.29%	4
2024 Q2	$10.5M	Buy	245,499 +10,208	+4%	+$428K	4.12%	4
2024 Q1	$9.67M	Buy	235,291 +20,017	+9%	+$797K	3.89%	4
2023 Q4	$8.66M	Buy	215,274 +45,236	+27%	+$1.75M	3.78%	4
2023 Q3	$6.45M	Buy	170,038 +19,832	+13%	+$785K	3.23%	4
2023 Q2	$5.94M	Buy	150,206 +44,329	+42%	+$1.74M	2.79%	6
2023 Q1	$4.18M	Buy	105,877 +36,880	+53%	+$1.47M	1.99%	14
2022 Q4	$2.61M	Buy	68,997 +25,024	+57%	+$923K	1.28%	24
2022 Q3	$1.53M	Buy	43,973 +5,901	+15%	+$230K	0.78%	35
2022 Q2	$1.53M	Sell	38,072 -5,163	-12%	-$217K	0.76%	30
2022 Q1	$1.95M	Buy	43,235 +21,291	+97%	+$1M	0.9%	27
2021 Q4	$1.07M	Buy	21,944 +5,206	+31%	+$262K	0.44%	48
2021 Q3	$843K	Buy	16,738 +8,915	+114%	+$464K	0.37%	44
2021 Q2	$431K	Buy	7,823 +2,463	+46%	+$134K	0.2%	72
2021 Q1	$286K	Buy	+5,360	New	+$293K	0.16%	59
2020 Q2	–	Sell	-37,537	Closed	-$1.28M	–	57
2020 Q1	$1.28M	Buy	+37,537	New	+$1.54M	1.06%	16

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

Colton Groome Financial Advisors's EEM Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 3.6% in Q2 2026, buying an estimated $718K and bringing the position to 315,410 shares worth $21.6M. The position accounts for 5.22% of the portfolio, ranked #4.

Colton Groome Financial Advisors first reported a position in EEM in Q1 2020 and has held it in 23 quarters since. 446 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Colton Groome Financial Advisors held 315,410 shares of iShares MSCI Emerging Markets ETF worth $21.6M as of Q2 2026.
Colton Groome Financial Advisors bought 10,997 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $718K.
iShares MSCI Emerging Markets ETF made up 5.22% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #4 holding.
Colton Groome Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 23 quarters since.
446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.