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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
Q2 		$321K Sell
4,693
-4,005
-46% -$262K 0.15% 128
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
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

Novak & Powell Financial Services's EEM Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 46% in Q2 2026, selling an estimated $262K and leaving 4,693 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #128.

Novak & Powell Financial Services first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $565K in Q4 2025. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Novak & Powell Financial Services held 4,693 shares of iShares MSCI Emerging Markets ETF worth $321K as of Q2 2026.
  • Novak & Powell Financial Services sold 4,005 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $262K.
  • iShares MSCI Emerging Markets ETF made up 0.15% of Novak & Powell Financial Services's portfolio in Q2 2026, its #128 holding.
  • Novak & Powell Financial Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • Novak & Powell Financial Services's iShares MSCI Emerging Markets ETF position peaked at $565K in Q4 2025.
  • 1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.