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Independent Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Independent Financial Group’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 		$7.87M Buy
115,053
+16,454
+17% +$1.07M 0.15% 139
2026
Q1 		$5.6M Sell
98,599
-34,052
-26% -$2M 0.13% 164
2025
Q4 		$7.26M Buy
132,651
+60,441
+84% +$3.29M 0.16% 121
2025
Q3 		$3.86M Buy
72,210
+52,077
+259% +$2.62M 0.09% 204
2025
Q2 		$971K Buy
20,133
+4,104
+26% +$185K 0.03% 554
2025
Q1 		$700K Sell
16,029
-2,927
-15% -$127K 0.02% 588
2024
Q4 		$793K Sell
18,956
-8,192
-30% -$363K 0.03% 543
2024
Q3 		$1.25M Sell
27,148
-18,590
-41% -$802K 0.05% 383
2024
Q2 		$1.95M Sell
45,738
-4,646
-9% -$195K 0.08% 243
2024
Q1 		$2.07M Buy
50,384
+7,496
+17% +$298K 0.1% 212
2023
Q4 		$1.72M Buy
42,888
+8,077
+23% +$312K 0.09% 229
2023
Q3 		$1.32M Buy
34,811
+4,004
+13% +$159K 0.09% 257
2023
Q2 		$1.22M Buy
30,807
+4,121
+15% +$162K 0.08% 268
2023
Q1 		$1.05M Buy
26,686
+2,423
+10% +$96.3K 0.08% 269
2022
Q4 		$920K Sell
24,263
-193
-0.8% -$7.12K 0.08% 257
2022
Q3 		$853K Buy
24,456
+2,997
+14% +$117K 0.08% 255
2022
Q2 		$861K Sell
21,459
-500
-2% -$21K 0.09% 254
2022
Q1 		$991K Sell
21,959
-2,199
-9% -$104K 0.08% 254
2021
Q4 		$1.18M Sell
24,158
-5,558
-19% -$280K 0.1% 215
2021
Q3 		$1.5M Buy
29,716
+1,970
+7% +$103K 0.15% 133
2021
Q2 		$1.53M Buy
27,746
+654
+2% +$35.5K 0.16% 142
2021
Q1 		$1.45M Buy
27,092
+2,305
+9% +$126K 0.19% 134
2020
Q4 		$1.28M Sell
24,787
-1,173
-5% -$56.4K 0.19% 136
2020
Q3 		$1.14M Buy
25,960
+4,285
+20% +$188K 0.22% 117
2020
Q2 		$867K Sell
21,675
-664
-3% -$24.9K 0.19% 135
2020
Q1 		$762K Buy
+22,339
New +$917K 0.22% 115

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Financial Group's EEM Position: Q2 2026 in Review

Independent Financial Group increased its iShares MSCI Emerging Markets ETF (EEM) stake by 17% in Q2 2026, buying an estimated $1.07M and bringing the position to 115,053 shares worth $7.87M. The position accounts for 0.15% of the portfolio, ranked #139.

Independent Financial Group first reported a position in EEM in Q1 2020 and has held it in 26 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Independent Financial Group held 115,053 shares of iShares MSCI Emerging Markets ETF worth $7.87M as of Q2 2026.
  • Independent Financial Group bought 16,454 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.07M.
  • iShares MSCI Emerging Markets ETF made up 0.15% of Independent Financial Group's portfolio in Q2 2026, its #139 holding.
  • Independent Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.