Partners in Financial Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Partners in Financial Planning’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	$340K	Sell	5,991 -140	-2%	-$8.23K	0.06%	95
2025 Q4	$335K	Buy	6,131 +780	+15%	+$42.4K	0.06%	94
2025 Q3	$286K	Hold	5,351	–	–	0.05%	95
2025 Q2	$258K	Buy	5,351 +6	+0.1%	+$270	0.05%	95
2025 Q1	$234K	Hold	5,345	–	–	0.05%	95
2024 Q4	$224K	Hold	5,345	–	–	0.05%	100
2024 Q3	$245K	Hold	5,345	–	–	0.05%	96
2024 Q2	$228K	Hold	5,345	–	–	0.05%	99
2024 Q1	$220K	Hold	5,345	–	–	0.05%	100
2023 Q4	$215K	Sell	5,345 -536	-9%	-$20.7K	0.05%	100
2023 Q3	$223K	Hold	5,881	–	–	0.06%	91
2023 Q2	$233K	Sell	5,881 -159	-3%	-$6.25K	0.06%	88
2023 Q1	$238K	Hold	6,040	–	–	0.06%	87
2022 Q4	$231K	Hold	6,040	–	–	0.06%	86
2022 Q3	$230K	Hold	6,040	–	–	0.07%	84
2022 Q2	$236K	Sell	6,040 -382	-6%	-$16K	0.07%	85
2022 Q1	$272K	Sell	6,422 -173	-3%	-$8.16K	0.09%	77
2021 Q4	$321K	Sell	6,595 -450	-6%	-$22.6K	0.1%	70
2021 Q3	$355K	Hold	7,045	–	–	0.11%	63
2021 Q2	$389K	Buy	+7,045	New	+$383K	0.12%	60

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 $6.73T AUM 46.02% 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

Partners in Financial Planning's EEM Position: Q1 2026 in Review

Partners in Financial Planning reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.3% in Q1 2026, selling an estimated $8.23K and leaving 5,991 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #95.

Partners in Financial Planning first reported a position in EEM in Q2 2021 and has held it in 20 quarters since. The position peaked at $389K in Q2 2021. 1,613 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Partners in Financial Planning held 5,991 shares of iShares MSCI Emerging Markets ETF worth $340K as of Q1 2026.
Partners in Financial Planning sold 140 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $8.23K.
iShares MSCI Emerging Markets ETF made up 0.06% of Partners in Financial Planning's portfolio in Q1 2026, its #95 holding.
Partners in Financial Planning first reported a position in iShares MSCI Emerging Markets ETF in Q2 2021 and has held it in 20 quarters since.
Partners in Financial Planning's iShares MSCI Emerging Markets ETF position peaked at $389K in Q2 2021.
1,613 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.