GoalVest Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

GoalVest Advisory’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 Q3	$868	Hold	13	–	–	﹤0.01%	691
2026 Q2	$889	Hold	13	–	–	﹤0.01%	480
2026 Q1	$738	Hold	13	–	–	﹤0.01%	433
2025 Q4	$711	Hold	13	–	–	﹤0.01%	503
2025 Q3	$694	Hold	13	–	–	﹤0.01%	393
2025 Q2	$627	Sell	13 -13	-50%	-$585	﹤0.01%	348
2025 Q1	$1.14K	Sell	26 -38,567	-100%	-$1.68M	﹤0.01%	330
2024 Q4	$1.61M	Sell	38,593 -530	-1%	-$23.5K	0.44%	37
2024 Q3	$1.79M	Buy	39,123 +4,829	+14%	+$208K	0.52%	31
2024 Q2	$1.46M	Buy	34,294 +4,360	+15%	+$183K	0.47%	33
2024 Q1	$1.23M	Buy	29,934 +1,260	+4%	+$50.1K	0.41%	43
2023 Q4	$1.15M	Buy	28,674 +3,730	+15%	+$144K	0.51%	28
2023 Q3	$947K	Buy	24,944 +9,933	+66%	+$393K	0.47%	36
2023 Q2	$594K	Buy	15,011 +9,131	+155%	+$359K	0.31%	61
2023 Q1	$232K	Buy	+5,880	New	+$234K	0.14%	64
2021 Q2	$12K	Buy	+217	New	+$11.8K	0.01%	193

Other funds holding EEM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

GoalVest Advisory's EEM Position: Q3 2026 in Review

GoalVest Advisory held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 13 shares worth $868. The position accounts for ﹤0.01% of the portfolio, ranked #691.

GoalVest Advisory first reported a position in EEM in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.79M in Q3 2024. 95 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

GoalVest Advisory held 13 shares of iShares MSCI Emerging Markets ETF worth $868 as of Q3 2026.
GoalVest Advisory left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #691 holding.
GoalVest Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q2 2021 and has held it in 16 quarters since.
GoalVest Advisory's iShares MSCI Emerging Markets ETF position peaked at $1.79M in Q3 2024.
95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.