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

JDM 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
Q1 		$462K Hold
8,144
– – 0.18% 46
2025
Q4 		$446K Sell
8,144
-118
-1% -$6.42K 0.17% 44
2025
Q3 		$441K Sell
8,262
-200
-2% -$10K 0.18% 41
2025
Q2 		$408K Sell
8,462
-362
-4% -$16.3K 0.19% 40
2025
Q1 		$386K Sell
8,824
-1,925
-18% -$83.6K 0.2% 40
2024
Q4 		$450K Hold
10,749
– – 0.23% 33
2024
Q3 		$493K Sell
10,749
-913
-8% -$39.4K 0.27% 30
2024
Q2 		$497K Sell
11,662
-150
-1% -$6.29K 0.34% 27
2024
Q1 		$485K Sell
11,812
-385
-3% -$15.3K 0.35% 25
2023
Q4 		$490K Buy
12,197
+5
+0% +$193 0.41% 22
2023
Q3 		$463K Sell
12,192
-156
-1% -$6.18K 0.43% 21
2023
Q2 		$488K Buy
12,348
+3
+0% +$118 0.42% 21
2023
Q1 		$487K Sell
12,345
-415
-3% -$16.5K 0.45% 20
2022
Q4 		$484K Buy
+12,760
New +$471K 0.46% 21

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

JDM Financial Group's EEM Position: Q1 2026 in Review

JDM Financial Group held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 8,144 shares worth $462K. The position accounts for 0.18% of the portfolio, ranked #46.

JDM Financial Group first reported a position in EEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $497K in Q2 2024. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • JDM Financial Group held 8,144 shares of iShares MSCI Emerging Markets ETF worth $462K as of Q1 2026.
  • JDM Financial Group left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
  • iShares MSCI Emerging Markets ETF made up 0.18% of JDM Financial Group's portfolio in Q1 2026, its #46 holding.
  • JDM Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
  • JDM Financial Group's iShares MSCI Emerging Markets ETF position peaked at $497K in Q2 2024.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.