Sincerus Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sincerus Advisory’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	$2.61M	Sell	38,190 -753	-2%	-$49.2K	1.77%	15
2026 Q1	$2.21M	Sell	38,943 -1,250	-3%	-$73.5K	1.68%	18
2025 Q4	$2.2M	Buy	40,193 +546	+1%	+$29.7K	1.77%	17
2025 Q3	$2.12M	Buy	39,647 +2,631	+7%	+$132K	1.81%	15
2025 Q2	$1.83M	Buy	37,016 +840	+2%	+$37.8K	1.72%	17
2025 Q1	$1.58M	Sell	36,176 -938	-3%	-$40.7K	1.67%	19
2024 Q4	$1.55M	Buy	+37,114	New	+$1.64M	1.66%	18

Other funds holding EEM

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

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

MFG

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

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

Sincerus Advisory's EEM Position: Q2 2026 in Review

Sincerus Advisory reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.9% in Q2 2026, selling an estimated $49.2K and leaving 38,190 shares worth $2.61M. The position accounts for 1.77% of the portfolio, ranked #15.

Sincerus Advisory first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Sincerus Advisory held 38,190 shares of iShares MSCI Emerging Markets ETF worth $2.61M as of Q2 2026.
Sincerus Advisory sold 753 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $49.2K.
iShares MSCI Emerging Markets ETF made up 1.77% of Sincerus Advisory's portfolio in Q2 2026, its #15 holding.
Sincerus Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
404 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.