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Dynamic Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Dynamic Financial Group’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 		$276K Buy
4,866
+781
+19% +$45.9K 0.23% 54
2025
Q4 		$223K Buy
4,085
+247
+6% +$13.4K 0.19% 60
2025
Q3 		$205K Buy
+3,838
New +$193K 0.18% 65

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

Dynamic Financial Group's EEM Position: Q1 2026 in Review

Dynamic Financial Group increased its iShares MSCI Emerging Markets ETF (EEM) stake by 19% in Q1 2026, buying an estimated $45.9K and bringing the position to 4,866 shares worth $276K. The position accounts for 0.23% of the portfolio, ranked #54.

Dynamic Financial Group first reported a position in EEM in Q3 2025 and has held it in 3 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Dynamic Financial Group held 4,866 shares of iShares MSCI Emerging Markets ETF worth $276K as of Q1 2026.
  • Dynamic Financial Group bought 781 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $45.9K.
  • iShares MSCI Emerging Markets ETF made up 0.23% of Dynamic Financial Group's portfolio in Q1 2026, its #54 holding.
  • Dynamic Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.