JFS Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

JFS Wealth Advisors’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	$2.86M	Buy	41,783 +3,549	+9%	+$232K	0.14%	92
2026 Q1	$2.17M	Buy	38,234 +2,384	+7%	+$140K	0.12%	103
2025 Q4	$1.96M	Buy	35,850 +4,185	+13%	+$228K	0.11%	108
2025 Q3	$1.69M	Sell	31,665 -32	-0.1%	-$1.61K	0.1%	120
2025 Q2	$1.53M	Buy	31,697 +148	+0.5%	+$6.66K	0.1%	119
2025 Q1	$1.38M	Sell	31,549 -392	-1%	-$17K	0.09%	122
2024 Q4	$1.34M	Sell	31,941 -2,658	-8%	-$118K	0.09%	120
2024 Q3	$1.59M	Sell	34,599 -741	-2%	-$32K	0.11%	111
2024 Q2	$1.51M	Buy	35,340 +147	+0.4%	+$6.17K	0.12%	95
2024 Q1	$1.45M	Sell	35,193 -260	-0.7%	-$10.3K	0.11%	94
2023 Q4	$1.43M	Sell	35,453 -1,030	-3%	-$39.8K	0.12%	91
2023 Q3	$1.38M	Buy	36,483 +59	+0.2%	+$2.34K	0.13%	93
2023 Q2	$1.44M	Buy	36,424 +26	+0.1%	+$1.02K	0.13%	96
2023 Q1	$1.44M	Buy	36,398 +797	+2%	+$31.7K	0.14%	94
2022 Q4	$1.35M	Sell	35,601 -8,243	-19%	-$304K	0.13%	95
2022 Q3	$1.53M	Buy	43,844 +1,925	+5%	+$75.1K	0.17%	90
2022 Q2	$1.68M	Buy	41,919 +1,198	+3%	+$50.3K	0.18%	79
2022 Q1	$1.84M	Buy	40,721 +1,458	+4%	+$68.8K	0.17%	88
2021 Q4	$1.92M	Sell	39,263 -174	-0.4%	-$8.76K	0.18%	88
2021 Q3	$1.99M	Buy	39,437 +12,698	+47%	+$661K	0.2%	82
2021 Q2	$1.48M	Sell	26,739 -99	-0.4%	-$5.38K	0.22%	72
2021 Q1	$1.43M	Sell	26,838 -746	-3%	-$40.8K	0.29%	65
2020 Q4	$1.43M	Buy	27,584 +4,084	+17%	+$196K	0.3%	67
2020 Q3	$1.04M	Sell	23,500 -29	-0.1%	-$1.27K	0.25%	72
2020 Q2	$941K	Buy	23,529 +10,780	+85%	+$404K	0.24%	72
2020 Q1	$435K	Buy	12,749 +2,090	+20%	+$85.7K	0.13%	90
2019 Q4	$478K	Buy	10,659 +391	+4%	+$16.8K	0.12%	95
2019 Q3	$420K	Buy	10,268 +264	+3%	+$10.9K	0.11%	100
2019 Q2	$429K	Buy	10,004 +902	+10%	+$38.3K	0.11%	99
2019 Q1	$391K	Buy	9,102 +121	+1%	+$5.09K	0.1%	104
2018 Q4	$351K	Buy	8,981 +3,731	+71%	+$149K	0.09%	108
2018 Q3	$225K	Buy	5,250 +324	+7%	+$14K	0.06%	136
2018 Q2	$213K	Sell	4,926 -180	-4%	-$8.33K	0.06%	137
2018 Q1	$247K	Buy	5,106 +1,312	+35%	+$64.3K	0.07%	126
2017 Q4	$179K	Sell	3,794 -39	-1%	-$1.8K	0.04%	147
2017 Q3	$172K	Hold	3,833	–	–	0.04%	141
2017 Q2	$159K	Buy	3,833 +601	+19%	+$24.5K	0.04%	139
2017 Q1	$113K	Hold	3,232	–	–	0.03%	165
2016 Q4	$113K	Sell	3,232 -621	-16%	-$22.4K	0.03%	165
2016 Q3	$144K	Sell	3,853 -5,125	-57%	-$187K	0.04%	153
2016 Q2	$308K	Sell	8,978 -1,531	-15%	-$51.4K	0.09%	125
2016 Q1	$360K	Sell	10,509 -2,868	-21%	-$88.8K	0.11%	95
2015 Q4	$431K	Buy	13,377 +3,008	+29%	+$103K	0.12%	91
2015 Q3	$340K	Buy	10,369 +414	+4%	+$14.6K	0.15%	76
2015 Q2	$394K	Sell	9,955 -628	-6%	-$26.3K	0.2%	60
2015 Q1	$425K	Sell	10,583 -482	-4%	-$19.2K	0.2%	58
2014 Q4	$435K	Sell	11,065 -4,406	-28%	-$179K	0.07%	59
2014 Q3	$643K	Sell	15,471 -1,921	-11%	-$84.9K	0.11%	40
2014 Q2	$752K	Sell	17,392 -8,660	-33%	-$368K	0.14%	38
2014 Q1	$1.07M	Sell	26,052 -5,803	-18%	-$228K	0.59%	34
2013 Q4	$1.33M	Buy	31,855 +5,710	+22%	+$239K	0.58%	38
2013 Q3	$1.07M	Buy	26,145 +223	+0.9%	+$8.83K	0.5%	41
2013 Q2	$998K	Buy	+25,922	New	+$1.08M	0.5%	43

Other funds holding EEM

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFS Wealth Advisors's EEM Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 9.3% in Q2 2026, buying an estimated $232K and bringing the position to 41,783 shares worth $2.86M. The position accounts for 0.14% of the portfolio, ranked #92.

JFS Wealth Advisors first reported a position in EEM in Q2 2013 and has held it in 53 quarters since. 689 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

JFS Wealth Advisors held 41,783 shares of iShares MSCI Emerging Markets ETF worth $2.86M as of Q2 2026.
JFS Wealth Advisors bought 3,549 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $232K.
iShares MSCI Emerging Markets ETF made up 0.14% of JFS Wealth Advisors's portfolio in Q2 2026, its #92 holding.
JFS Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
689 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.