Independence Wealth Advisors (Ohio)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Independence Wealth Advisors (Ohio)’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	$4.78M	Buy	69,860 +38,767	+125%	+$2.53M	2.4%	12
2026 Q1	$1.77M	Sell	31,093 -47,181	-60%	-$2.78M	0.94%	18
2025 Q4	$4.28M	Buy	+78,274	New	+$4.26M	2.41%	13

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

Independence Wealth Advisors (Ohio)'s EEM Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its iShares MSCI Emerging Markets ETF (EEM) stake by 125% in Q2 2026, buying an estimated $2.53M and bringing the position to 69,860 shares worth $4.78M. The position accounts for 2.4% of the portfolio, ranked #12.

Independence Wealth Advisors (Ohio) first reported a position in EEM in Q4 2025 and has held it in 3 quarters since. 1,643 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Independence Wealth Advisors (Ohio) held 69,860 shares of iShares MSCI Emerging Markets ETF worth $4.78M as of Q2 2026.
Independence Wealth Advisors (Ohio) bought 38,767 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.53M.
iShares MSCI Emerging Markets ETF made up 2.4% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #12 holding.
Independence Wealth Advisors (Ohio) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
1,643 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.