BFC Planning, Inc.’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

BFC Planning, Inc.’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	$7.41M	Buy	108,299 +88,762	+454%	+$5.8M	0.3%	66
2026 Q1	$1.11M	Sell	19,537 -141,213	-88%	-$8.31M	0.05%	341
2025 Q4	$8.79M	Buy	160,750 +144,615	+896%	+$7.86M	0.39%	52
2025 Q3	$862K	Buy	16,135 +1,439	+10%	+$72.3K	0.06%	262
2025 Q2	$709K	Sell	14,696 -2,295	-14%	-$103K	0.06%	288
2025 Q1	$742K	Buy	16,991 +2,405	+16%	+$104K	0.07%	258
2024 Q4	$610K	Buy	+14,586	New	+$646K	0.05%	294

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

BFC Planning, Inc.'s EEM Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares MSCI Emerging Markets ETF (EEM) stake by 454% in Q2 2026, buying an estimated $5.8M and bringing the position to 108,299 shares worth $7.41M. The position accounts for 0.3% of the portfolio, ranked #66.

BFC Planning, Inc. first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.79M in Q4 2025. 1,658 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

BFC Planning, Inc. held 108,299 shares of iShares MSCI Emerging Markets ETF worth $7.41M as of Q2 2026.
BFC Planning, Inc. bought 88,762 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $5.8M.
iShares MSCI Emerging Markets ETF made up 0.3% of BFC Planning, Inc.'s portfolio in Q2 2026, its #66 holding.
BFC Planning, Inc. first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares MSCI Emerging Markets ETF position peaked at $8.79M in Q4 2025.
1,658 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.