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Comprehensive Financial Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Comprehensive 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 		$28K Buy
409
+2
+0.5% +$131 0.01% 218
2026
Q1 		$23.1K Buy
407
+345
+556% +$20.3K 0.02% 206
2025
Q4 		$3.4K Buy
62
+1
+2% +$54 ﹤0.01% 330
2025
Q3 		$3.27K Hold
61
– – ﹤0.01% 292
2025
Q2 		$2.96K Buy
61
+1
+2% +$45 ﹤0.01% 281
2025
Q1 		$2.65K Sell
60
-1
-2% -$43 ﹤0.01% 281
2024
Q4 		$2.54K Buy
+61
New +$2.7K ﹤0.01% 308

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Comprehensive Financial Planning's EEM Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.49% in Q2 2026, buying an estimated $131 and bringing the position to 409 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #218.

Comprehensive Financial Planning first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Comprehensive Financial Planning held 409 shares of iShares MSCI Emerging Markets ETF worth $28K as of Q2 2026.
  • Comprehensive Financial Planning bought 2 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $131.
  • iShares MSCI Emerging Markets ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #218 holding.
  • Comprehensive Financial Planning first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.