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

Embree 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
Q2 		$795K Sell
11,624
-1,416
-11% -$92.5K 0.08% 140
2026
Q1 		$741K Sell
13,040
-125
-0.9% -$7.35K 0.09% 135
2025
Q4 		$720K Buy
13,165
+84
+0.6% +$4.57K 0.09% 130
2025
Q3 		$699K Sell
13,081
-50
-0.4% -$2.51K 0.09% 125
2025
Q2 		$633K Sell
13,131
-1,017
-7% -$45.7K 0.1% 125
2025
Q1 		$618K Sell
14,148
-1,277
-8% -$55.5K 0.1% 119
2024
Q4 		$645K Sell
15,425
-6,542
-30% -$290K 0.11% 110
2024
Q3 		$1.01M Sell
21,967
-960
-4% -$41.4K 0.18% 80
2024
Q2 		$976K Sell
22,927
-1,371
-6% -$57.5K 0.19% 79
2024
Q1 		$998K Sell
24,298
-18,200
-43% -$724K 0.2% 81
2023
Q4 		$1.71M Buy
+42,498
New +$1.64M 0.36% 61

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
HH
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Embree Financial Group's EEM Position: Q2 2026 in Review

Embree Financial Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 11% in Q2 2026, selling an estimated $92.5K and leaving 11,624 shares worth $795K. The position accounts for 0.08% of the portfolio, ranked #140.

Embree Financial Group first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q4 2023. 291 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Embree Financial Group held 11,624 shares of iShares MSCI Emerging Markets ETF worth $795K as of Q2 2026.
  • Embree Financial Group sold 1,416 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $92.5K.
  • iShares MSCI Emerging Markets ETF made up 0.08% of Embree Financial Group's portfolio in Q2 2026, its #140 holding.
  • Embree Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's iShares MSCI Emerging Markets ETF position peaked at $1.71M in Q4 2023.
  • 291 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.