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

Key Financial Inc’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 		$495K Buy
8,710
+504
+6% +$29.6K 0.09% 179
2025
Q4 		$449K Sell
8,206
-180
-2% -$9.79K 0.08% 185
2025
Q3 		$451K Hold
8,386
– – 0.08% 182
2025
Q2 		$405K Sell
8,386
-84
-1% -$3.78K 0.08% 191
2025
Q1 		$370K Hold
8,470
– – 0.08% 189
2024
Q4 		$354K Hold
8,470
– – 0.08% 184
2024
Q3 		$388K Hold
8,470
– – 0.09% 180
2024
Q2 		$361K Hold
8,470
– – 0.09% 174
2024
Q1 		$348K Hold
8,470
– – 0.09% 175
2023
Q4 		$341K Buy
8,470
+250
+3% +$9.65K 0.09% 164
2023
Q3 		$312K Sell
8,220
-3,432
-29% -$136K 0.11% 156
2023
Q2 		$461K Hold
11,652
– – 0.15% 120
2023
Q1 		$460K Buy
11,652
+2,988
+34% +$119K 0.17% 114
2022
Q4 		$302K Hold
8,664
– – 0.14% 127
2022
Q3 		$302K Hold
8,664
– – 0.14% 129
2022
Q2 		$345K Hold
8,664
– – 0.19% 103
2022
Q1 		$391K Hold
8,664
– – 0.19% 100
2021
Q4 		$423K Buy
8,664
+185
+2% +$9.31K 0.21% 89
2021
Q3 		$427K Hold
8,479
– – 0.24% 82
2021
Q2 		$438K Buy
8,479
+3,500
+70% +$190K 0.24% 81
2021
Q1 		$266K Hold
4,979
– – 0.18% 114
2020
Q4 		$257K Sell
4,979
-299
-6% -$14.4K 0.19% 99
2020
Q3 		$233K Hold
5,278
– – 0.24% 96
2020
Q2 		$212K Hold
5,278
– – 0.24% 92
2020
Q1 		$179K Buy
+5,278
New +$217K 0.18% 98

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

Key Financial Inc's EEM Position: Q1 2026 in Review

Key Financial Inc increased its iShares MSCI Emerging Markets ETF (EEM) stake by 6.1% in Q1 2026, buying an estimated $29.6K and bringing the position to 8,710 shares worth $495K. The position accounts for 0.09% of the portfolio, ranked #179.

Key Financial Inc first reported a position in EEM in Q1 2020 and has held it in 25 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Key Financial Inc held 8,710 shares of iShares MSCI Emerging Markets ETF worth $495K as of Q1 2026.
  • Key Financial Inc bought 504 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $29.6K.
  • iShares MSCI Emerging Markets ETF made up 0.09% of Key Financial Inc's portfolio in Q1 2026, its #179 holding.
  • Key Financial Inc first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.