USA Financial Formulas’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

USA Financial Formulas’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	$60.9M	Buy	889,999 +830,037	+1,384%	+$54.2M	11.15%	3
2026 Q1	$3.41M	Sell	59,962 -1,135,587	-95%	-$66.8M	0.64%	12
2025 Q4	$65.4M	Sell	1,195,549 -71,139	-6%	-$3.87M	11.9%	2
2025 Q3	$67.6M	Sell	1,266,688 -139,974	-10%	-$7.03M	11.92%	2
2025 Q2	$67.9M	Buy	+1,406,662	New	+$63.3M	11.58%	1
2020 Q4	–	Sell	-70	Closed	-$3K	–	344
2020 Q3	$3K	Buy	+70	New	+$3.07K	﹤0.01%	194

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

USA Financial Formulas's EEM Position: Q2 2026 in Review

USA Financial Formulas increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1,384% in Q2 2026, buying an estimated $54.2M and bringing the position to 889,999 shares worth $60.9M. The position accounts for 11.15% of the portfolio, ranked #3.

USA Financial Formulas first reported a position in EEM in Q3 2020 and has held it in 6 quarters since. The position peaked at $67.9M in Q2 2025. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

USA Financial Formulas held 889,999 shares of iShares MSCI Emerging Markets ETF worth $60.9M as of Q2 2026.
USA Financial Formulas bought 830,037 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $54.2M.
iShares MSCI Emerging Markets ETF made up 11.15% of USA Financial Formulas's portfolio in Q2 2026, its #3 holding.
USA Financial Formulas first reported a position in iShares MSCI Emerging Markets ETF in Q3 2020 and has held it in 6 quarters since.
USA Financial Formulas's iShares MSCI Emerging Markets ETF position peaked at $67.9M in Q2 2025.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.