Sterling Financial Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sterling Financial Planning’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	$218K	Buy	+3,184	New	+$208K	0.06%	119
2021 Q4	–	Sell	-3,673	Closed	-$185K	–	187
2021 Q3	$185K	Hold	3,673	–	–	0.12%	90
2021 Q2	$203K	Buy	3,673 +11	+0.3%	+$598	0.13%	85
2021 Q1	$195K	Hold	3,662	–	–	0.14%	81
2020 Q4	$189K	Buy	+3,662	New	+$176K	0.15%	74

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

Sterling Financial Planning's EEM Position: Q2 2026 in Review

Sterling Financial Planning opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 3,184 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #119 among its holdings. This is a return to the name: Sterling Financial Planning previously reported a position in EEM as recently as Q3 2021.

Sterling Financial Planning first reported a position in EEM in Q4 2020 and has held it in 5 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Sterling Financial Planning held 3,184 shares of iShares MSCI Emerging Markets ETF worth $218K as of Q2 2026.
iShares MSCI Emerging Markets ETF was a new Sterling Financial Planning position in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.06% of Sterling Financial Planning's portfolio in Q2 2026, its #119 holding.
Sterling Financial Planning first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 5 quarters since.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.