Okabena Investment Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Okabena Investment 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	$22.7M	Buy	331,530 +1,262	+0.4%	+$82.4K	4.05%	5
2026 Q1	$18.8M	Sell	330,268 -10,393	-3%	-$611K	3.61%	6
2025 Q4	$18.6M	Sell	340,661 -1,325	-0.4%	-$72.1K	3.55%	6
2025 Q3	$18.3M	Sell	341,986 -21,795	-6%	-$1.09M	3.55%	6
2025 Q2	$17.5M	Sell	363,781 -11,687	-3%	-$526K	3.9%	7
2025 Q1	$16.4M	Buy	375,468 +1,184	+0.3%	+$51.4K	4.13%	4
2024 Q4	$15.7M	Buy	374,284 +4,960	+1%	+$220K	4.35%	5
2024 Q3	$16.9M	Hold	369,324	–	–	4.78%	5
2024 Q2	$15.7M	Hold	369,324	–	–	4.99%	3
2024 Q1	$15.2M	Hold	369,324	–	–	5.05%	3
2023 Q4	$14.9M	Buy	+369,324	New	+$14.3M	5.78%	2
2022 Q4	–	Sell	-2,550	Closed	-$89K	–	224
2022 Q3	$89K	Hold	2,550	–	–	0.04%	123
2022 Q2	$102K	Hold	2,550	–	–	0.05%	107
2022 Q1	$115K	Hold	2,550	–	–	0.05%	107
2021 Q4	$125K	Buy	+2,550	New	+$128K	0.05%	117
2020 Q1	–	Sell	-11	Closed	–	–	72
2019 Q4	$0	Buy	+11	New	+$472	﹤0.01%	67

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Okabena Investment Services's EEM Position: Q2 2026 in Review

Okabena Investment Services increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.38% in Q2 2026, buying an estimated $82.4K and bringing the position to 331,530 shares worth $22.7M. The position accounts for 4.05% of the portfolio, ranked #5.

Okabena Investment Services first reported a position in EEM in Q4 2019 and has held it in 16 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Okabena Investment Services held 331,530 shares of iShares MSCI Emerging Markets ETF worth $22.7M as of Q2 2026.
Okabena Investment Services bought 1,262 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $82.4K.
iShares MSCI Emerging Markets ETF made up 4.05% of Okabena Investment Services's portfolio in Q2 2026, its #5 holding.
Okabena Investment Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 16 quarters since.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.