Tobias Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Tobias Financial 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	$3.65M	Sell	53,373 -2,993	-5%	-$195K	0.46%	36
2026 Q1	$3.2M	Sell	56,366 -10,318	-15%	-$607K	0.45%	38
2025 Q4	$3.65M	Sell	66,684 -1,200	-2%	-$65.3K	0.52%	32
2025 Q3	$3.63M	Sell	67,884 -943	-1%	-$47.4K	0.55%	32
2025 Q2	$3.32M	Sell	68,827 -6,483	-9%	-$292K	0.57%	32
2025 Q1	$3.29M	Sell	75,310 -818	-1%	-$35.5K	0.64%	30
2024 Q4	$3.18M	Sell	76,128 -258	-0.3%	-$11.4K	0.64%	31
2024 Q3	$3.5M	Sell	76,386 -4,879	-6%	-$210K	0.7%	29
2024 Q2	$3.46M	Sell	81,265 -30,820	-27%	-$1.29M	0.75%	27
2024 Q1	$4.6M	Sell	112,085 -5,149	-4%	-$205K	1.04%	23
2023 Q4	$4.71M	Buy	117,234 +6,876	+6%	+$265K	1.15%	22
2023 Q3	$4.19M	Sell	110,358 -2,541	-2%	-$101K	1.1%	24
2023 Q2	$4.47M	Buy	112,899 +1,123	+1%	+$44.2K	1.2%	25
2023 Q1	$4.41M	Sell	111,776 -13,484	-11%	-$536K	1.29%	24
2022 Q4	$4.75M	Buy	125,260 +27,522	+28%	+$1.02M	1.56%	21
2022 Q3	$3.41M	Buy	97,738 +31,689	+48%	+$1.24M	1.2%	26
2022 Q2	$2.65M	Sell	66,049 -116,824	-64%	-$4.9M	0.89%	30
2022 Q1	$8.26M	Buy	+182,873	New	+$8.63M	2.85%	9
2021 Q4	–	Sell	-13,777	Closed	-$694K	–	78
2021 Q3	$694K	Hold	13,777	–	–	0.26%	47
2021 Q2	$760K	Buy	13,777 +937	+7%	+$50.9K	0.3%	47
2021 Q1	$685K	Sell	12,840 -71	-0.5%	-$3.89K	0.29%	47
2020 Q4	$667K	Hold	12,911	–	–	0.31%	45
2020 Q3	$569K	Sell	12,911 -1,024	-7%	-$44.9K	0.31%	45
2020 Q2	$557K	Sell	13,935 -779	-5%	-$29.2K	0.33%	44
2020 Q1	$502K	Buy	14,714 +368	+3%	+$15.1K	0.36%	37
2019 Q4	$643K	Buy	+14,346	New	+$616K	0.41%	33

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

Tobias Financial Advisors's EEM Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 5.3% in Q2 2026, selling an estimated $195K and leaving 53,373 shares worth $3.65M. The position accounts for 0.46% of the portfolio, ranked #36.

Tobias Financial Advisors first reported a position in EEM in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.26M in Q1 2022. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Tobias Financial Advisors held 53,373 shares of iShares MSCI Emerging Markets ETF worth $3.65M as of Q2 2026.
Tobias Financial Advisors sold 2,993 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $195K.
iShares MSCI Emerging Markets ETF made up 0.46% of Tobias Financial Advisors's portfolio in Q2 2026, its #36 holding.
Tobias Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
Tobias Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $8.26M in Q1 2022.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.