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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 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. 767 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.
767 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.