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

Morris Financial Concepts’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 		$1.33M Sell
19,372
-2,293
-11% -$150K 0.41% 43
2026
Q1 		$1.23M Sell
21,665
-1,362
-6% -$80.1K 0.42% 42
2025
Q4 		$1.26M Sell
23,027
-614
-3% -$33.4K 0.44% 43
2025
Q3 		$1.26M Buy
23,641
+1,502
+7% +$75.4K 0.46% 42
2025
Q2 		$1.07M Sell
22,139
-2,835
-11% -$127K 0.42% 42
2025
Q1 		$1.09M Sell
24,974
-689
-3% -$29.9K 0.46% 41
2024
Q4 		$1.07M Sell
25,663
-770
-3% -$34.1K 0.46% 35
2024
Q3 		$1.21M Sell
26,433
-3,060
-10% -$132K 0.52% 36
2024
Q2 		$1.26M Sell
29,493
-11,309
-28% -$474K 0.6% 32
2024
Q1 		$1.68M Sell
40,802
-5,894
-13% -$235K 0.86% 22
2023
Q4 		$1.88M Buy
46,696
+1,381
+3% +$53.3K 1.07% 19
2023
Q3 		$1.72M Buy
45,315
+766
+2% +$30.3K 1.14% 19
2023
Q2 		$1.76M Buy
44,549
+785
+2% +$30.9K 1.14% 19
2023
Q1 		$1.73M Buy
43,764
+837
+2% +$33.3K 1.22% 18
2022
Q4 		$1.63M Sell
42,927
-2,614
-6% -$96.4K 1.31% 18
2022
Q3 		$1.59M Buy
45,541
+1,146
+3% +$44.7K 1.64% 15
2022
Q2 		$1.78M Buy
44,395
+1,863
+4% +$78.2K 1.69% 16
2022
Q1 		$1.92M Buy
42,532
+2,200
+5% +$104K 1.6% 16
2021
Q4 		$1.97M Buy
+40,332
New +$2.03M 1.64% 16

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

Morris Financial Concepts's EEM Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 11% in Q2 2026, selling an estimated $150K and leaving 19,372 shares worth $1.33M. The position accounts for 0.41% of the portfolio, ranked #43.

Morris Financial Concepts first reported a position in EEM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.97M in Q4 2021. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Morris Financial Concepts held 19,372 shares of iShares MSCI Emerging Markets ETF worth $1.33M as of Q2 2026.
  • Morris Financial Concepts sold 2,293 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $150K.
  • iShares MSCI Emerging Markets ETF made up 0.41% of Morris Financial Concepts's portfolio in Q2 2026, its #43 holding.
  • Morris Financial Concepts first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's iShares MSCI Emerging Markets ETF position peaked at $1.97M in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.