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

Ethos 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	$3.78M	Buy	60,990 +465	+0.8%	+$30.4K	0.25%	90
2026 Q1	$3.42M	Sell	60,525 -146,684	-71%	-$8.63M	0.25%	90
2025 Q4	$11.3M	Buy	207,209 +61,338	+42%	+$3.34M	0.84%	28
2025 Q3	$7.79M	Buy	145,871 +138,518	+1,884%	+$6.96M	0.61%	44
2025 Q2	$355K	Sell	7,353 -12,463	-63%	-$560K	0.03%	314
2025 Q1	$862K	Buy	19,816 +18,647	+1,595%	+$810K	0.08%	168
2024 Q4	$48.9K	Buy	+1,169	New	+$51.8K	0.01%	344

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ethos Financial Group increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.77% in Q2 2026, buying an estimated $30.4K and bringing the position to 60,990 shares worth $3.78M. The position accounts for 0.25% of the portfolio, ranked #90.

Ethos Financial Group first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q4 2025. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Ethos Financial Group held 60,990 shares of iShares MSCI Emerging Markets ETF worth $3.78M as of Q2 2026.
Ethos Financial Group bought 465 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $30.4K.
iShares MSCI Emerging Markets ETF made up 0.25% of Ethos Financial Group's portfolio in Q2 2026, its #90 holding.
Ethos Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
Ethos Financial Group's iShares MSCI Emerging Markets ETF position peaked at $11.3M in Q4 2025.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.