Pettinga Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Pettinga Financial Advisors’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	$336K	Sell	4,913 -1,240	-20%	-$81K	0.05%	114
2026 Q1	$349K	Sell	6,153 -1,025	-14%	-$60.3K	0.07%	109
2025 Q4	$393K	Buy	7,178 +2,850	+66%	+$155K	0.07%	103
2025 Q3	$231K	Sell	4,328 -160	-4%	-$8.04K	0.05%	125
2025 Q2	$217K	Sell	4,488 -700	-13%	-$31.5K	0.05%	123
2025 Q1	$227K	Buy	+5,188	New	+$225K	0.05%	117
2021 Q4	–	Sell	-13,537	Closed	-$682K	–	113
2021 Q3	$682K	Buy	13,537 +394	+3%	+$20.5K	0.17%	62
2021 Q2	$725K	Buy	13,143 +4,650	+55%	+$253K	0.19%	58
2021 Q1	$453K	Buy	+8,493	New	+$465K	0.13%	67
2020 Q1	–	Sell	-6,525	Closed	-$293K	–	75
2019 Q4	$293K	Sell	6,525 -1,500	-19%	-$64.4K	0.16%	68
2019 Q3	$328K	Sell	8,025 -100	-1%	-$4.13K	0.18%	68
2019 Q2	$349K	Buy	8,125 +2,000	+33%	+$84.9K	0.18%	68
2019 Q1	$263K	Sell	6,125 -2,500	-29%	-$105K	0.14%	76
2018 Q4	$337K	Buy	+8,625	New	+$345K	0.22%	63

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

Pettinga Financial Advisors's EEM Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 20% in Q2 2026, selling an estimated $81K and leaving 4,913 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #114.

Pettinga Financial Advisors first reported a position in EEM in Q4 2018 and has held it in 14 quarters since. The position peaked at $725K in Q2 2021. 1,648 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Pettinga Financial Advisors held 4,913 shares of iShares MSCI Emerging Markets ETF worth $336K as of Q2 2026.
Pettinga Financial Advisors sold 1,240 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $81K.
iShares MSCI Emerging Markets ETF made up 0.05% of Pettinga Financial Advisors's portfolio in Q2 2026, its #114 holding.
Pettinga Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 14 quarters since.
Pettinga Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $725K in Q2 2021.
1,648 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.