Evernest Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Evernest Financial Advisors’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	$435K	Buy	6,360 +900	+16%	+$58.8K	0.09%	124
2026 Q1	$347K	Hold	5,460	–	–	0.07%	136
2025 Q4	$330K	Sell	5,460 -4,855	-47%	-$264K	0.07%	138
2025 Q3	$551K	Hold	10,315	–	–	0.15%	112
2025 Q2	$498K	Buy	10,315 +4,855	+89%	+$218K	0.16%	112
2025 Q1	$239K	Sell	5,460 -463	-8%	-$20.1K	0.09%	141
2024 Q4	$248K	Hold	5,923	–	–	0.06%	143
2024 Q3	$272K	Hold	5,923	–	–	0.07%	136
2024 Q2	$252K	Hold	5,923	–	–	0.11%	118
2024 Q1	$235K	Buy	+5,923	New	+$236K	0.11%	117

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

Evernest Financial Advisors's EEM Position: Q2 2026 in Review

Evernest Financial Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 16% in Q2 2026, buying an estimated $58.8K and bringing the position to 6,360 shares worth $435K. The position accounts for 0.09% of the portfolio, ranked #124.

Evernest Financial Advisors first reported a position in EEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $551K in Q3 2025. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Evernest Financial Advisors held 6,360 shares of iShares MSCI Emerging Markets ETF worth $435K as of Q2 2026.
Evernest Financial Advisors bought 900 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $58.8K.
iShares MSCI Emerging Markets ETF made up 0.09% of Evernest Financial Advisors's portfolio in Q2 2026, its #124 holding.
Evernest Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
Evernest Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $551K in Q3 2025.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.