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Strategic Financial Concepts’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Strategic Financial Concepts’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 		$457K Buy
+6,678
New +$436K 0.14% 139
2024
Q3 		– Sell
-46,802
Closed -$18.2K – 357
2024
Q2 		$18.2K Buy
+46,802
New +$1.96M 0.01% 347

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Financial Concepts's EEM Position: Q2 2026 in Review

Strategic Financial Concepts opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 6,678 shares worth $457K. The stake represents 0.14% of the portfolio and ranks #139 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in EEM as recently as Q2 2024.

Strategic Financial Concepts first reported a position in EEM in Q2 2024 and has held it in 2 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Strategic Financial Concepts held 6,678 shares of iShares MSCI Emerging Markets ETF worth $457K as of Q2 2026.
  • iShares MSCI Emerging Markets ETF was a new Strategic Financial Concepts position in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.14% of Strategic Financial Concepts's portfolio in Q2 2026, its #139 holding.
  • Strategic Financial Concepts first reported a position in iShares MSCI Emerging Markets ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.