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

Financial Synergies Wealth 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	$5.39M	Sell	78,775 -1,208	-2%	-$78.9K	0.46%	33
2026 Q1	$4.54M	Sell	79,983 -1,585	-2%	-$93.2K	0.43%	30
2025 Q4	$4.46M	Buy	81,568 +691	+0.9%	+$37.6K	0.43%	28
2025 Q3	$4.32M	Sell	80,877 -1,540	-2%	-$77.3K	0.44%	28
2025 Q2	$3.98M	Sell	82,417 -1,578	-2%	-$71K	0.43%	28
2025 Q1	$3.67M	Sell	83,995 -636	-0.8%	-$27.6K	0.45%	28
2024 Q4	$3.54M	Buy	84,631 +113	+0.1%	+$5.01K	0.44%	26
2024 Q3	$3.88M	Sell	84,518 -1,195	-1%	-$51.5K	0.48%	26
2024 Q2	$3.65M	Buy	85,713 +875	+1%	+$36.7K	0.49%	25
2024 Q1	$3.49M	Sell	84,838 -7,336	-8%	-$292K	0.46%	27
2023 Q4	$3.49M	Buy	92,174 +8,855	+11%	+$342K	0.54%	26
2023 Q3	$3.16M	Sell	83,319 -5,152	-6%	-$204K	0.46%	28
2023 Q2	$3.5M	Sell	88,471 -164	-0.2%	-$6.45K	0.49%	27
2023 Q1	$3.5M	Sell	88,635 -3,539	-4%	-$141K	0.51%	27
2022 Q4	$3.49M	Sell	92,174 -17,569	-16%	-$648K	0.54%	26
2022 Q3	$3.83M	Sell	109,743 -1,262	-1%	-$49.2K	0.66%	19
2022 Q2	$4.45M	Sell	111,005 -2,165	-2%	-$90.8K	0.72%	19
2022 Q1	$5.11M	Sell	113,170 -1,442	-1%	-$68.1K	0.8%	18
2021 Q4	$5.6M	Buy	114,612 +1,849	+2%	+$93K	0.77%	17
2021 Q3	$5.68M	Sell	112,763 -77	-0.1%	-$4.01K	0.78%	18
2021 Q2	$6.22M	Sell	112,840 -148	-0.1%	-$8.04K	0.85%	17
2021 Q1	$6.03M	Sell	112,988 -372	-0.3%	-$20.4K	0.88%	18
2020 Q4	$5.86M	Sell	113,360 -10,469	-8%	-$503K	0.91%	18
2020 Q3	$5.46M	Sell	123,829 -12,590	-9%	-$552K	1.4%	18
2020 Q2	$5.46M	Buy	+136,419	New	+$5.11M	1.85%	12

Other funds holding EEM

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's EEM Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.5% in Q2 2026, selling an estimated $78.9K and leaving 78,775 shares worth $5.39M. The position accounts for 0.46% of the portfolio, ranked #33.

Financial Synergies Wealth Advisors first reported a position in EEM in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.22M in Q2 2021. 560 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Financial Synergies Wealth Advisors held 78,775 shares of iShares MSCI Emerging Markets ETF worth $5.39M as of Q2 2026.
Financial Synergies Wealth Advisors sold 1,208 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $78.9K.
iShares MSCI Emerging Markets ETF made up 0.46% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Financial Synergies Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2020 and has held it in 25 quarters since.
Financial Synergies Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $6.22M in Q2 2021.
560 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.