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

RTD 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 		$7.97M Sell
116,475
-1,250
-1% -$81.6K 0.87% 36
2026
Q1 		$6.69M Sell
117,725
-1,758
-1% -$103K 0.82% 37
2025
Q4 		$6.54M Sell
119,483
-3,530
-3% -$192K 0.8% 37
2025
Q3 		$6.57M Sell
123,013
-4,176
-3% -$210K 0.79% 35
2025
Q2 		$6.14M Sell
127,189
-1,022
-0.8% -$46K 0.79% 35
2025
Q1 		$5.6M Sell
128,211
-1,233
-1% -$53.6K 0.75% 35
2024
Q4 		$5.41M Sell
129,444
-2,463
-2% -$109K 0.69% 36
2024
Q3 		$6.05M Sell
131,907
-660
-0.5% -$28.5K 0.77% 34
2024
Q2 		$5.65M Buy
132,567
+22
+0% +$923 0.76% 35
2024
Q1 		$5.44M Sell
132,545
-1,868
-1% -$74.3K 0.73% 36
2023
Q4 		$5.4M Sell
134,413
-3,837
-3% -$148K 0.76% 35
2023
Q3 		$5.25M Sell
138,250
-1,058
-0.8% -$41.9K 0.8% 35
2023
Q2 		$5.51M Sell
139,308
-265
-0.2% -$10.4K 0.8% 35
2023
Q1 		$5.51M Sell
139,573
-1,270
-0.9% -$50.5K 0.85% 33
2022
Q4 		$5.34M Buy
140,843
+18,257
+15% +$674K 0.87% 33
2022
Q3 		$4.28M Buy
122,586
+14,675
+14% +$573K 0.79% 34
2022
Q2 		$4.33M Buy
107,911
+623
+0.6% +$26.1K 0.66% 40
2022
Q1 		$4.84M Buy
107,288
+15,353
+17% +$725K 0.65% 38
2021
Q4 		$4.49M Buy
+91,935
New +$4.63M 0.59% 39

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
HH
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

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

RTD Financial Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.1% in Q2 2026, selling an estimated $81.6K and leaving 116,475 shares worth $7.97M. The position accounts for 0.87% of the portfolio, ranked #36.

RTD Financial Advisors first reported a position in EEM in Q4 2021 and has held it in 19 quarters since. 560 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • RTD Financial Advisors held 116,475 shares of iShares MSCI Emerging Markets ETF worth $7.97M as of Q2 2026.
  • RTD Financial Advisors sold 1,250 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $81.6K.
  • iShares MSCI Emerging Markets ETF made up 0.87% of RTD Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • RTD Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

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