Tandem Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Tandem Wealth Advisors’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	$23.8M	Sell	347,610 -8,581	-2%	-$560K	9.46%	3
2026 Q1	$20.2M	Buy	356,191 +127,575	+56%	+$7.5M	9.02%	5
2025 Q4	$13.6M	Sell	228,616 -10,709	-4%	-$582K	6.08%	9
2025 Q3	$12.8M	Buy	+239,325	New	+$12M	6.08%	9
2025 Q2	–	Sell	-148,832	Closed	-$6.51M	–	50
2025 Q1	$6.51M	Buy	148,832 +1,439	+1%	+$62.5K	3.4%	11
2024 Q4	$6.16M	Buy	147,393 +8,021	+6%	+$355K	3.15%	12
2024 Q3	$6.39M	Buy	139,372 +1,282	+0.9%	+$55.3K	3.24%	12
2024 Q2	$5.88M	Buy	138,090 +1,859	+1%	+$78K	3.15%	12
2024 Q1	$5.59M	Buy	136,231 +1,954	+1%	+$77.8K	3.07%	12
2023 Q4	$5.4M	Sell	134,277 -1,748	-1%	-$67.5K	3.11%	12
2023 Q3	$5.16M	Buy	136,025 +3,492	+3%	+$138K	3.15%	12
2023 Q2	$5.24M	Buy	132,533 +1,839	+1%	+$72.3K	3.17%	12
2023 Q1	$5.16M	Sell	130,694 -90	-0.1%	-$3.58K	3.21%	12
2022 Q4	$4.96M	Buy	+130,784	New	+$4.83M	3.15%	11

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

Tandem Wealth Advisors's EEM Position: Q2 2026 in Review

Tandem Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.4% in Q2 2026, selling an estimated $560K and leaving 347,610 shares worth $23.8M. The position accounts for 9.46% of the portfolio, ranked #3.

Tandem Wealth Advisors first reported a position in EEM in Q4 2022 and has held it in 14 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Tandem Wealth Advisors held 347,610 shares of iShares MSCI Emerging Markets ETF worth $23.8M as of Q2 2026.
Tandem Wealth Advisors sold 8,581 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $560K.
iShares MSCI Emerging Markets ETF made up 9.46% of Tandem Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Tandem Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.