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

Trinity 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	$1.58M	Buy	23,097 +388	+2%	+$25.3K	0.41%	37
2026 Q1	$1.29M	Hold	22,709	–	–	0.37%	38
2025 Q4	$1.24M	Sell	22,709 -934	-4%	-$50.8K	0.35%	37
2025 Q3	$1.26M	Hold	23,643	–	–	0.36%	37
2025 Q2	$1.14M	Buy	+23,643	New	+$1.06M	0.35%	38

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

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

Trinity Financial Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.7% in Q2 2026, buying an estimated $25.3K and bringing the position to 23,097 shares worth $1.58M. The position accounts for 0.41% of the portfolio, ranked #37.

Trinity Financial Advisors first reported a position in EEM in Q2 2025 and has held it in 5 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Trinity Financial Advisors held 23,097 shares of iShares MSCI Emerging Markets ETF worth $1.58M as of Q2 2026.
Trinity Financial Advisors bought 388 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $25.3K.
iShares MSCI Emerging Markets ETF made up 0.41% of Trinity Financial Advisors's portfolio in Q2 2026, its #37 holding.
Trinity Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 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 Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.