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Orin Green Financial’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Orin Green Financial’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 		$1.2M Sell
17,526
-1,853
-10% -$121K 0.44% 35
2026
Q1 		$1.1M Sell
19,379
-386
-2% -$22.7K 0.45% 36
2025
Q4 		$1.08M Sell
19,765
-389
-2% -$21.2K 0.43% 36
2025
Q3 		$1.08M Sell
20,154
-6,768
-25% -$340K 0.43% 37
2025
Q2 		$1.3M Sell
26,922
-63
-0.2% -$2.83K 0.55% 30
2025
Q1 		$1.13M Buy
+26,985
New +$1.17M 0.53% 30
2024
Q4 		– Sell
-27,999
Closed -$1.24M – 33
2024
Q3 		$1.28M Sell
27,999
-915
-3% -$39.5K 0.55% 32
2024
Q2 		$1.23M Buy
+28,914
New +$1.21M 0.57% 30
2024
Q1 		– Sell
-34,993
Closed -$1.39M – 30
2023
Q4 		$1.41M Sell
34,993
-114
-0.3% -$4.4K 0.69% 27
2023
Q3 		$1.33M Sell
35,107
-1,132
-3% -$44.8K 0.74% 26
2023
Q2 		$1.43M Sell
36,239
-120
-0.3% -$4.72K 0.75% 25
2023
Q1 		$1.43M Sell
36,359
-474
-1% -$18.8K 0.78% 25
2022
Q4 		$1.4M Buy
36,833
+69
+0.2% +$2.55K 0.82% 24
2022
Q3 		$1.28M Sell
36,764
-3,695
-9% -$144K 0.83% 25
2022
Q2 		$1.59M Sell
40,459
-210
-0.5% -$8.81K 0.99% 22
2022
Q1 		$1.84M Sell
40,669
-254
-0.6% -$12K 1.2% 19
2021
Q4 		$2.02M Sell
40,923
-1,645
-4% -$82.8K 1.47% 18
2021
Q3 		$2.15M Buy
42,568
+807
+2% +$42K 1.5% 19
2021
Q2 		$2.3M Buy
41,761
+5,011
+14% +$272K 1.63% 18
2021
Q1 		$1.96M Sell
36,750
-6,153
-14% -$337K 1.6% 18
2020
Q4 		$2.22M Buy
+42,903
New +$2.06M 1.76% 19

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

Orin Green Financial's EEM Position: Q2 2026 in Review

Orin Green Financial reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 9.6% in Q2 2026, selling an estimated $121K and leaving 17,526 shares worth $1.2M. The position accounts for 0.44% of the portfolio, ranked #35.

Orin Green Financial first reported a position in EEM in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.3M in Q2 2021. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Orin Green Financial held 17,526 shares of iShares MSCI Emerging Markets ETF worth $1.2M as of Q2 2026.
  • Orin Green Financial sold 1,853 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $121K.
  • iShares MSCI Emerging Markets ETF made up 0.44% of Orin Green Financial's portfolio in Q2 2026, its #35 holding.
  • Orin Green Financial first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 21 quarters since.
  • Orin Green Financial's iShares MSCI Emerging Markets ETF position peaked at $2.3M in Q2 2021.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.