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

Financial Perspectives’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	$44.7K	Buy	653 +1	+0.2%	+$65	0.01%	349
2026 Q1	$37K	Hold	652	–	–	0.01%	349
2025 Q4	$35.6K	Buy	652 +6	+0.9%	+$326	0.01%	354
2025 Q3	$34.5K	Hold	646	–	–	0.01%	364
2025 Q2	$31.2K	Sell	646 -54	-8%	-$2.43K	0.01%	367
2025 Q1	$30.6K	Hold	700	–	–	0.01%	358
2024 Q4	$29.3K	Buy	700 +8	+1%	+$354	0.01%	362
2024 Q3	$31.8K	Hold	692	–	–	0.01%	326
2024 Q2	$29.5K	Buy	692 +4	+0.6%	+$168	0.01%	327
2024 Q1	$28.3K	Hold	688	–	–	0.01%	337
2023 Q4	$27.7K	Buy	688 +81	+13%	+$3.13K	0.01%	342
2023 Q3	$23K	Hold	607	–	–	0.01%	342
2023 Q2	$24K	Buy	607 +5	+0.8%	+$197	0.01%	341
2023 Q1	$23.8K	Hold	602	–	–	0.01%	336
2022 Q4	$22.8K	Buy	602 +8	+1%	+$295	0.01%	333
2022 Q3	$20.7K	Buy	594 +27	+5%	+$1.05K	0.01%	340
2022 Q2	$22.7K	Buy	567 +5	+0.9%	+$210	0.01%	333
2022 Q1	$25.4K	Hold	562	–	–	0.01%	339
2021 Q4	$27.5K	Buy	562 +24	+4%	+$1.21K	0.01%	318
2021 Q3	$27.1K	Buy	538 +37	+7%	+$1.93K	0.01%	322
2021 Q2	$27.6K	Buy	501 +3	+0.6%	+$163	0.01%	337
2021 Q1	$26.6K	Hold	498	–	–	0.01%	321
2020 Q4	$25.8K	Buy	498 +5	+1%	+$240	0.01%	306
2020 Q3	$21.8K	Hold	493	–	–	0.01%	281
2020 Q2	$19.7K	Buy	493 +2	+0.4%	+$75	0.01%	274
2020 Q1	$16.7K	Hold	491	–	–	0.01%	259
2019 Q4	$22K	Buy	+491	New	+$21.1K	0.02%	249

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

Financial Perspectives's EEM Position: Q2 2026 in Review

Financial Perspectives increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.15% in Q2 2026, buying an estimated $65 and bringing the position to 653 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #349.

Financial Perspectives first reported a position in EEM in Q4 2019 and has held it in 27 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Financial Perspectives held 653 shares of iShares MSCI Emerging Markets ETF worth $44.7K as of Q2 2026.
Financial Perspectives bought 1 iShares MSCI Emerging Markets ETF share in Q2 2026, an estimated $65.
iShares MSCI Emerging Markets ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #349 holding.
Financial Perspectives first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.