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

Financial Engines 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 Q1	$2.15M	Sell	37,874 -1,202	-3%	-$70.7K	﹤0.01%	218
2025 Q4	$2.14M	Sell	39,076 -3,036	-7%	-$165K	﹤0.01%	233
2025 Q3	$2.25M	Sell	42,112 -2,202	-5%	-$111K	﹤0.01%	222
2025 Q2	$2.14M	Sell	44,314 -9,156	-17%	-$412K	﹤0.01%	210
2025 Q1	$2.34M	Sell	53,470 -314	-0.6%	-$13.6K	0.01%	180
2024 Q4	$2.25M	Buy	53,784 +7,883	+17%	+$349K	﹤0.01%	191
2024 Q3	$2.11M	Sell	45,901 -43	-0.1%	-$1.85K	﹤0.01%	181
2024 Q2	$1.96M	Buy	45,944 +11,898	+35%	+$499K	﹤0.01%	172
2024 Q1	$1.4M	Sell	34,046 -6,643	-16%	-$264K	﹤0.01%	181
2023 Q4	$1.64M	Buy	40,689 +4,112	+11%	+$159K	﹤0.01%	155
2023 Q3	$1.39M	Sell	36,577 -3,974	-10%	-$157K	﹤0.01%	150
2023 Q2	$1.6M	Sell	40,551 -71	-0.2%	-$2.79K	﹤0.01%	148
2023 Q1	$1.6M	Sell	40,622 -79,716	-66%	-$3.17M	﹤0.01%	151
2022 Q4	$4.56M	Buy	120,338 +83,499	+227%	+$3.08M	0.01%	97
2022 Q3	$1.28M	Sell	36,839 -33,328	-47%	-$1.3M	﹤0.01%	139
2022 Q2	$2.81M	Buy	70,167 +22,298	+47%	+$935K	0.01%	101
2022 Q1	$2.16M	Buy	47,869 +26,416	+123%	+$1.25M	0.01%	116
2021 Q4	$1.05M	Buy	21,453 +13,530	+171%	+$681K	﹤0.01%	119
2021 Q3	$399K	Buy	7,923 +372	+5%	+$19.4K	﹤0.01%	190
2021 Q2	$416K	Buy	7,551 +1,589	+27%	+$86.3K	﹤0.01%	153
2021 Q1	$318K	Sell	5,962 -186	-3%	-$10.2K	﹤0.01%	202
2020 Q4	$318K	Sell	6,148 -1,174	-16%	-$56.5K	﹤0.01%	199
2020 Q3	$323K	Buy	7,322 +819	+13%	+$35.9K	﹤0.01%	182
2020 Q2	$260K	Sell	6,503 -24,374	-79%	-$912K	﹤0.01%	167
2020 Q1	$1.05M	Buy	+30,877	New	+$1.27M	0.01%	97

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Financial Engines Advisors's EEM Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 3.1% in Q1 2026, selling an estimated $70.7K and leaving 37,874 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Financial Engines Advisors first reported a position in EEM in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.56M in Q4 2022. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Financial Engines Advisors held 37,874 shares of iShares MSCI Emerging Markets ETF worth $2.15M as of Q1 2026.
Financial Engines Advisors sold 1,202 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $70.7K.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #218 holding.
Financial Engines Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 25 quarters since.
Financial Engines Advisors's iShares MSCI Emerging Markets ETF position peaked at $4.56M in Q4 2022.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.