Sovereign Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sovereign Financial Group’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	$1.44M	Sell	21,024 -152	-0.7%	-$9.93K	0.22%	80
2026 Q1	$1.2M	Sell	21,176 -2,188	-9%	-$129K	0.21%	87
2025 Q4	$1.28M	Buy	23,364 +2,559	+12%	+$139K	0.22%	81
2025 Q3	$1.11M	Sell	20,805 -2,296	-10%	-$115K	0.21%	89
2025 Q2	$1.11M	Buy	23,101 +3,390	+17%	+$152K	0.23%	81
2025 Q1	$861K	Sell	19,711 -1,057	-5%	-$45.9K	0.2%	98
2024 Q4	$869K	Buy	20,768 +950	+5%	+$42.1K	0.2%	98
2024 Q3	$909K	Sell	19,818 -1,040	-5%	-$44.8K	0.21%	92
2024 Q2	$888K	Buy	20,858 +890	+4%	+$37.3K	0.22%	89
2024 Q1	$820K	Sell	19,968 -8,236	-29%	-$328K	0.22%	89
2023 Q4	$1.13M	Buy	28,204 +13,991	+98%	+$540K	0.35%	62
2023 Q3	$539K	Sell	14,213 -14	-0.1%	-$554	0.19%	113
2023 Q2	$563K	Sell	14,227 -213	-1%	-$8.38K	0.18%	126
2023 Q1	$570K	Sell	14,440 -265	-2%	-$10.5K	0.21%	116
2022 Q4	$557K	Buy	14,705 +5,811	+65%	+$214K	0.22%	113
2022 Q3	$310K	Buy	+8,894	New	+$347K	0.13%	147

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sovereign Financial Group's EEM Position: Q2 2026 in Review

Sovereign Financial Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.72% in Q2 2026, selling an estimated $9.93K and leaving 21,024 shares worth $1.44M. The position accounts for 0.22% of the portfolio, ranked #80.

Sovereign Financial Group first reported a position in EEM in Q3 2022 and has held it in 16 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Sovereign Financial Group held 21,024 shares of iShares MSCI Emerging Markets ETF worth $1.44M as of Q2 2026.
Sovereign Financial Group sold 152 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $9.93K.
iShares MSCI Emerging Markets ETF made up 0.22% of Sovereign Financial Group's portfolio in Q2 2026, its #80 holding.
Sovereign Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q3 2022 and has held it in 16 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.