Security Financial Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Security Financial Services’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	$466K	Sell	6,810 -169	-2%	-$11K	0.06%	142
2026 Q1	$396K	Sell	6,979 -336	-5%	-$19.8K	0.06%	147
2025 Q4	$400K	Sell	7,315 -181	-2%	-$9.84K	0.06%	149
2025 Q3	$400K	Sell	7,496 -82	-1%	-$4.12K	0.06%	151
2025 Q2	$366K	Sell	7,578 -650	-8%	-$29.2K	0.06%	145
2025 Q1	$360K	Sell	8,228 -955	-10%	-$41.5K	0.07%	124
2024 Q4	$384K	Sell	9,183 -834	-8%	-$37K	0.08%	120
2024 Q3	$459K	Sell	10,017 -782	-7%	-$33.7K	0.09%	101
2024 Q2	$460K	Sell	10,799 -13,323	-55%	-$559K	0.1%	103
2024 Q1	$991K	Sell	24,122 -1,067	-4%	-$42.5K	0.22%	70
2023 Q4	$1.01M	Sell	25,189 -2,178	-8%	-$84.1K	0.25%	66
2023 Q3	$1.04M	Sell	27,367 -173	-0.6%	-$6.85K	0.29%	61
2023 Q2	$1.09M	Sell	27,540 -2,481	-8%	-$97.6K	0.31%	57
2023 Q1	$1.18M	Sell	30,021 -5,842	-16%	-$232K	0.36%	54
2022 Q4	$1.36M	Buy	35,863 +10,242	+40%	+$378K	0.42%	53
2022 Q3	$894K	Buy	+25,621	New	+$1,000K	0.3%	66

Other funds holding EEM

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

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

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

Wealth Enhancement Advisory Services

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

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return