Novak & Powell Financial Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Novak & Powell Financial Services’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	$546K	Sell	8,698 -631	-7%	-$37.1K	0.29%	76
2025 Q4	$565K	Buy	9,329 +4,304	+86%	+$234K	0.29%	74
2025 Q3	$270K	Buy	5,025 +107	+2%	+$5.37K	0.14%	132
2025 Q2	$237K	Sell	4,918 -4,074	-45%	-$183K	0.16%	128
2025 Q1	$435K	Buy	8,992 +2,289	+34%	+$99.4K	0.27%	82
2024 Q4	$282K	Buy	6,703 +200	+3%	+$8.86K	0.17%	111
2024 Q3	$298K	Hold	6,503	–	–	0.17%	109
2024 Q2	$277K	Buy	6,503 +36	+0.6%	+$1.51K	0.17%	111
2024 Q1	$266K	Sell	6,467 -436	-6%	-$17.3K	0.2%	107
2023 Q4	$278K	Buy	+6,903	New	+$267K	0.19%	108

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Novak & Powell Financial Services's EEM Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 6.8% in Q1 2026, selling an estimated $37.1K and leaving 8,698 shares worth $546K. The position accounts for 0.29% of the portfolio, ranked #76.

Novak & Powell Financial Services first reported a position in EEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $565K in Q4 2025. 1,610 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Novak & Powell Financial Services held 8,698 shares of iShares MSCI Emerging Markets ETF worth $546K as of Q1 2026.
Novak & Powell Financial Services sold 631 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $37.1K.
iShares MSCI Emerging Markets ETF made up 0.29% of Novak & Powell Financial Services's portfolio in Q1 2026, its #76 holding.
Novak & Powell Financial Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's iShares MSCI Emerging Markets ETF position peaked at $565K in Q4 2025.
1,610 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.