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

JSF Financial’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	$993K	Sell	14,523 -5,921	-29%	-$387K	0.16%	79
2026 Q1	$1.16M	Sell	20,444 -15,057	-42%	-$886K	0.23%	61
2025 Q4	$1.94M	Sell	35,501 -2,785	-7%	-$151K	0.4%	36
2025 Q3	$2.04M	Sell	38,286 -10,722	-22%	-$538K	0.45%	33
2025 Q2	$2.36M	Sell	49,008 -6,410	-12%	-$288K	0.56%	27
2025 Q1	$2.42M	Sell	55,418 -8,984	-14%	-$390K	0.64%	25
2024 Q4	$2.69M	Sell	64,402 -4,997	-7%	-$221K	0.72%	23
2024 Q3	$3.18M	Sell	69,399 -4,341	-6%	-$187K	0.93%	20
2024 Q2	$3.14M	Sell	73,740 -8,785	-11%	-$369K	0.96%	22
2024 Q1	$3.39M	Sell	82,525 -47,958	-37%	-$1.91M	1.06%	20
2023 Q4	$5.25M	Sell	130,483 -4,425	-3%	-$171K	1.82%	13
2023 Q3	$5.12M	Sell	134,908 -25,357	-16%	-$1M	1.98%	12
2023 Q2	$6.34M	Sell	160,265 -6,746	-4%	-$265K	2.24%	11
2023 Q1	$6.59M	Buy	167,011 +991	+0.6%	+$39.4K	2.46%	10
2022 Q4	$6.29M	Buy	166,020 +18,064	+12%	+$666K	2.35%	13
2022 Q3	$5.16M	Buy	147,956 +33,259	+29%	+$1.3M	1.96%	16
2022 Q2	$4.6M	Buy	114,697 +21,812	+23%	+$915K	2.08%	13
2022 Q1	$4.19M	Buy	92,885 +58,454	+170%	+$2.76M	1.78%	14
2021 Q4	$1.68M	Buy	34,431 +21,089	+158%	+$1.06M	0.82%	17
2021 Q3	$672K	Buy	13,342 +2,598	+24%	+$135K	0.33%	37
2021 Q2	$593K	Sell	10,744 -274	-2%	-$14.9K	0.35%	36
2021 Q1	$588K	Sell	11,018 -797	-7%	-$43.6K	0.37%	33
2020 Q4	$610K	Hold	11,815	–	–	0.43%	26
2020 Q3	$521K	Sell	11,815 -998	-8%	-$43.8K	0.41%	31
2020 Q2	$512K	Sell	12,813 -15,149	-54%	-$567K	0.44%	30
2020 Q1	$954K	Buy	27,962 +4,903	+21%	+$201K	0.97%	20
2019 Q4	$1.03M	Sell	23,059 -132	-0.6%	-$5.67K	1.02%	14
2019 Q3	$948K	Sell	23,191 -6,421	-22%	-$265K	1.03%	15
2019 Q2	$1.27M	Sell	29,612 -968	-3%	-$41.1K	1.38%	11
2019 Q1	$1.31M	Sell	30,580 -4,575	-13%	-$193K	1.45%	13
2018 Q4	$1.37M	Buy	+35,155	New	+$1.41M	1.41%	14

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

JSF Financial's EEM Position: Q2 2026 in Review

JSF Financial reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 29% in Q2 2026, selling an estimated $387K and leaving 14,523 shares worth $993K. The position accounts for 0.16% of the portfolio, ranked #79.

JSF Financial first reported a position in EEM in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.59M in Q1 2023. 767 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

JSF Financial held 14,523 shares of iShares MSCI Emerging Markets ETF worth $993K as of Q2 2026.
JSF Financial sold 5,921 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $387K.
iShares MSCI Emerging Markets ETF made up 0.16% of JSF Financial's portfolio in Q2 2026, its #79 holding.
JSF Financial first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
JSF Financial's iShares MSCI Emerging Markets ETF position peaked at $6.59M in Q1 2023.
767 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.