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PDS Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

PDS 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
Q2 		$160K Buy
+2,340
New +$153K 0.01% 585
2023
Q3 		– Sell
-3,254
Closed -$129K – 346
2023
Q2 		$129K Buy
3,254
+9
+0.3% +$354 0.02% 322
2023
Q1 		$128K Buy
+3,245
New +$129K 0.02% 280
2022
Q3 		– Sell
-3,228
Closed -$129K – 211
2022
Q2 		$129K Buy
3,228
+10
+0.3% +$420 0.02% 200
2022
Q1 		$145K Sell
3,218
-2,999
-48% -$142K 0.03% 222
2021
Q4 		$304K Buy
6,217
+3,016
+94% +$152K 0.06% 139
2021
Q3 		$161K Hold
3,201
– – 0.04% 195
2021
Q2 		$177K Buy
3,201
+5
+0.2% +$272 0.04% 182
2021
Q1 		$170K Hold
3,196
– – 0.05% 163
2020
Q4 		$165K Buy
3,196
+11
+0.3% +$529 0.06% 150
2020
Q3 		$140K Hold
3,185
– – 0.06% 130
2020
Q2 		$127K Sell
3,185
-8,010
-72% -$300K 0.06% 124
2020
Q1 		$382K Hold
11,195
– – 0.24% 52
2019
Q4 		$502K Sell
11,195
-148
-1% -$6.35K 0.32% 50
2019
Q3 		$464K Buy
11,343
+330
+3% +$13.6K 0.32% 48
2019
Q2 		$473K Buy
11,013
+63
+0.6% +$2.67K 0.35% 47
2019
Q1 		$470K Buy
10,950
+1,330
+14% +$56K 0.37% 47
2018
Q4 		$376K Buy
9,620
+3,374
+54% +$135K 0.32% 47
2018
Q3 		$261K Buy
+6,246
New +$270K 0.22% 60

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

PDS Planning's EEM Position: Q2 2026 in Review

PDS Planning opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 2,340 shares worth $160K. The stake represents 0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: PDS Planning previously reported a position in EEM as recently as Q2 2023.

PDS Planning first reported a position in EEM in Q3 2018 and has held it in 19 quarters since. The position peaked at $502K in Q4 2019. 1,651 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • PDS Planning held 2,340 shares of iShares MSCI Emerging Markets ETF worth $160K as of Q2 2026.
  • iShares MSCI Emerging Markets ETF was a new PDS Planning position in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #585 holding.
  • PDS Planning first reported a position in iShares MSCI Emerging Markets ETF in Q3 2018 and has held it in 19 quarters since.
  • PDS Planning's iShares MSCI Emerging Markets ETF position peaked at $502K in Q4 2019.
  • 1,651 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.