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 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

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

GoalVest Advisory's EEM Position: Q2 2026 in Review

GoalVest Advisory held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 13 shares worth $889. The position accounts for ﹤0.01% of the portfolio, ranked #480.

GoalVest Advisory first reported a position in EEM in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.79M in Q3 2024. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

GoalVest Advisory held 13 shares of iShares MSCI Emerging Markets ETF worth $889 as of Q2 2026.
GoalVest Advisory left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #480 holding.
GoalVest Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q2 2021 and has held it in 15 quarters since.
GoalVest Advisory's iShares MSCI Emerging Markets ETF position peaked at $1.79M in Q3 2024.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.