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

PFW 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	$8.18M	Sell	119,596 -2,910	-2%	-$190K	2.39%	9
2026 Q1	$6.96M	Sell	122,506 -6,572	-5%	-$387K	2.19%	9
2025 Q4	$7.06M	Sell	129,078 -8,960	-6%	-$487K	2.13%	9
2025 Q3	$7.37M	Sell	138,038 -5,193	-4%	-$261K	2.18%	8
2025 Q2	$6.91M	Sell	143,231 -14,226	-9%	-$640K	2.13%	8
2025 Q1	$6.88M	Sell	157,457 -1,270	-0.8%	-$55.2K	2.16%	8
2024 Q4	$6.64M	Buy	+158,727	New	+$7.03M	2.04%	10
2024 Q2	$7.3M	Sell	171,499 -17,752	-9%	-$745K	2.32%	9
2024 Q1	$7.77M	Sell	189,251 -122,152	-39%	-$4.86M	2.38%	9
2023 Q4	$12.5M	Sell	311,403 -88,475	-22%	-$3.42M	4%	6
2023 Q3	$15.2M	Sell	399,878 -1,320	-0.3%	-$52.3K	5.36%	5
2023 Q2	$15.9M	Buy	+401,198	New	+$15.8M	5.29%	5
2019 Q3	$7.83M	Buy	+170,805	New	+$7.05M	2.37%	8

Other funds holding EEM

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

PFW Advisors's EEM Position: Q2 2026 in Review

PFW Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.4% in Q2 2026, selling an estimated $190K and leaving 119,596 shares worth $8.18M. The position accounts for 2.39% of the portfolio, ranked #9.

PFW Advisors first reported a position in EEM in Q3 2019 and has held it in 13 quarters since. The position peaked at $15.9M in Q2 2023. 335 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

PFW Advisors held 119,596 shares of iShares MSCI Emerging Markets ETF worth $8.18M as of Q2 2026.
PFW Advisors sold 2,910 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $190K.
iShares MSCI Emerging Markets ETF made up 2.39% of PFW Advisors's portfolio in Q2 2026, its #9 holding.
PFW Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's iShares MSCI Emerging Markets ETF position peaked at $15.9M in Q2 2023.
335 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.