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

Gladwyn 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 		$59.4K Buy
868
+56
+7% +$3.66K 0.04% 57
2026
Q1 		$46.1K Buy
812
+53
+7% +$3.12K 0.03% 62
2025
Q4 		$41.5K Hold
759
– – 0.03% 65
2025
Q3 		$40.5K Buy
759
+28
+4% +$1.41K 0.03% 63
2025
Q2 		$35.3K Buy
+731
New +$32.9K 0.03% 62

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
HH
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Gladwyn Financial Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 6.9% in Q2 2026, buying an estimated $3.66K and bringing the position to 868 shares worth $59.4K. The position accounts for 0.04% of the portfolio, ranked #57.

Gladwyn Financial Advisors first reported a position in EEM in Q2 2025 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Gladwyn Financial Advisors held 868 shares of iShares MSCI Emerging Markets ETF worth $59.4K as of Q2 2026.
  • Gladwyn Financial Advisors bought 56 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.66K.
  • iShares MSCI Emerging Markets ETF made up 0.04% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • Gladwyn Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
  • 508 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.