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Compass Financial Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Compass Financial Services’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
Q1 		– Sell
-50
Closed -$2.74K – 105
2025
Q4 		$2.74K Hold
50
– – ﹤0.01% 252
2025
Q3 		$2.67K Hold
50
– – ﹤0.01% 260
2025
Q2 		$2.41K Hold
50
– – ﹤0.01% 269
2025
Q1 		$2.19K Hold
50
– – ﹤0.01% 264
2024
Q4 		$2.09K Buy
+50
New +$2.21K ﹤0.01% 183

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Compass Financial Services's EEM Position: Q1 2026 in Review

Compass Financial Services sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2026, closing a stake of 50 shares — an estimated $2.74K sold.

Compass Financial Services first reported a position in EEM in Q4 2024 and held it in 5 quarters. The position peaked at $2.74K in Q4 2025. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Compass Financial Services reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 50 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.74K.
  • Compass Financial Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's iShares MSCI Emerging Markets ETF position peaked at $2.74K in Q4 2025.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.