Independent Family Office’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Independent Family Office’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	$1.42M	Hold	20,688	–	–	0.57%	30
2026 Q1	$1.17M	Hold	20,688	–	–	0.48%	37
2025 Q4	$1.13M	Hold	20,688	–	–	0.47%	37
2025 Q3	$1.1M	Hold	20,688	–	–	0.47%	39
2025 Q2	$998K	Hold	20,688	–	–	0.46%	40
2025 Q1	$904K	Sell	20,688 -5,066	-20%	-$220K	0.48%	39
2024 Q4	$1.08M	Hold	25,754	–	–	0.56%	34
2024 Q3	$1.18M	Hold	25,754	–	–	0.59%	30
2024 Q2	$1.1M	Sell	25,754 -595	-2%	-$25K	0.63%	29
2024 Q1	$1.08M	Sell	26,349 -10,526	-29%	-$419K	0.58%	32
2023 Q4	$1.48M	Sell	36,875 -14,391	-28%	-$556K	0.84%	26
2023 Q3	$1.95M	Hold	51,266	–	–	1.22%	17
2023 Q2	$2.03M	Buy	51,266 +595	+1%	+$23.4K	1.23%	17
2023 Q1	$2M	Sell	50,671 -595	-1%	-$23.7K	1.15%	17
2022 Q4	$1.94M	Hold	51,266	–	–	1.17%	19
2022 Q3	$1.79M	Hold	51,266	–	–	0.88%	18
2022 Q2	$2.06M	Sell	51,266 -16,221	-24%	-$680K	1.01%	15
2022 Q1	$3.05M	Hold	67,487	–	–	1%	14
2021 Q4	$3.3M	Sell	67,487 -90	-0.1%	-$4.53K	1.24%	12
2021 Q3	$3.4M	Hold	67,577	–	–	1.4%	11
2021 Q2	$3.73M	Sell	67,577 -1,425	-2%	-$77.4K	1.45%	10
2021 Q1	$3.68M	Hold	69,002	–	–	1.45%	12
2020 Q4	$3.56M	Hold	69,002	–	–	1.49%	12
2020 Q3	$3.04M	Hold	69,002	–	–	1.44%	13
2020 Q2	$2.76M	Buy	69,002 +2,598	+4%	+$97.3K	1.43%	12
2020 Q1	$2.27M	Buy	66,404 +5,842	+10%	+$240K	1.41%	14
2019 Q4	$2.72M	Buy	+60,562	New	+$2.6M	1.71%	12

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 Family Office's EEM Position: Q2 2026 in Review

Independent Family Office held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 20,688 shares worth $1.42M. The position accounts for 0.57% of the portfolio, ranked #30.

Independent Family Office first reported a position in EEM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.73M in Q2 2021. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Independent Family Office held 20,688 shares of iShares MSCI Emerging Markets ETF worth $1.42M as of Q2 2026.
Independent Family Office left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.57% of Independent Family Office's portfolio in Q2 2026, its #30 holding.
Independent Family Office first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
Independent Family Office's iShares MSCI Emerging Markets ETF position peaked at $3.73M in Q2 2021.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.