Phillips Financial Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Phillips Financial Management’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	$4.66K	Hold	82	–	–	﹤0.01%	277
2025 Q4	$4.49K	Buy	+82	New	+$4.46K	﹤0.01%	299
2025 Q3	–	Sell	-25	Closed	-$1.21K	–	306
2025 Q2	$1.21K	Buy	+25	New	+$1.12K	﹤0.01%	278
2025 Q1	–	Sell	-910	Closed	-$38.1K	–	260
2024 Q4	$38.1K	Hold	910	–	–	﹤0.01%	216
2024 Q3	$41.7K	Hold	910	–	–	﹤0.01%	222
2024 Q2	$38.8K	Hold	910	–	–	﹤0.01%	220
2024 Q1	$37.4K	Hold	910	–	–	﹤0.01%	215
2023 Q4	$36.6K	Hold	910	–	–	﹤0.01%	202
2023 Q3	$34.5K	Hold	910	–	–	﹤0.01%	202
2023 Q2	$36K	Sell	910 -510	-36%	-$20.1K	﹤0.01%	197
2023 Q1	$56K	Hold	1,420	–	–	0.01%	189
2022 Q4	$53.8K	Buy	1,420 +300	+27%	+$11.1K	0.01%	177
2022 Q3	$39K	Buy	+1,120	New	+$43.7K	﹤0.01%	177

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 $5.72T AUM 30.48% 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 $30B AUM 26.86% 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

Phillips Financial Management's EEM Position: Q1 2026 in Review

Phillips Financial Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 82 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Phillips Financial Management first reported a position in EEM in Q3 2022 and has held it in 13 quarters since. The position peaked at $56K in Q1 2023. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Phillips Financial Management held 82 shares of iShares MSCI Emerging Markets ETF worth $4.66K as of Q1 2026.
Phillips Financial Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #277 holding.
Phillips Financial Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2022 and has held it in 13 quarters since.
Phillips Financial Management's iShares MSCI Emerging Markets ETF position peaked at $56K in Q1 2023.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.