Independent Advisor Alliance’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Independent Advisor Alliance’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	–	Sell	-365,205	Closed	-$20.7M	–	1179
2026 Q1	$20.7M	Buy	+365,205	New	+$21.5M	0.22%	89
2025 Q1	–	Sell	-17,608	Closed	-$736K	–	934
2024 Q4	$736K	Buy	+17,608	New	+$780K	0.01%	820
2023 Q4	–	Sell	-5,353	Closed	-$203K	–	685
2023 Q3	$203K	Buy	5,353 +3	+0.1%	+$119	0.01%	607
2023 Q2	$212K	Hold	5,350	–	–	0.01%	607
2023 Q1	$211K	Sell	5,350 -45	-0.8%	-$1.79K	0.01%	603
2022 Q4	$204K	Buy	+5,395	New	+$199K	0.07%	145
2020 Q1	–	Sell	-32,810	Closed	-$1.47M	–	505
2019 Q4	$1.47M	Buy	+32,810	New	+$1.41M	0.06%	293
2017 Q2	–	Sell	-31,180	Closed	-$1.23M	–	269
2017 Q1	$1.23M	Buy	+31,180	New	+$1.18M	0.2%	142

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

Independent Advisor Alliance's EEM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2026, closing a stake of 365,205 shares — an estimated $20.7M sold.

Independent Advisor Alliance first reported a position in EEM in Q1 2017 and held it in 8 quarters. The position peaked at $20.7M in Q1 2026. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 365,205 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $20.7M.
Independent Advisor Alliance first reported a position in iShares MSCI Emerging Markets ETF in Q1 2017 and held it in 8 quarters.
Independent Advisor Alliance's iShares MSCI Emerging Markets ETF position peaked at $20.7M in Q1 2026.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.