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

Valeo 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
2023 Q3	–	Sell	-600	Closed	-$24	–	653
2023 Q2	$24	Hold	600	–	–	﹤0.01%	607
2023 Q1	$24	Hold	600	–	–	﹤0.01%	628
2022 Q4	$23	Buy	+600	New	+$22.1K	﹤0.01%	555
2020 Q1	–	Sell	-2,000	Closed	-$90K	–	1818
2019 Q4	$90K	Buy	+2,000	New	+$85.8K	0.01%	480
2018 Q4	–	Sell	-2,200	Closed	-$86K	–	1553
2018 Q3	$86K	Buy	+2,200	New	+$95K	0.01%	429

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

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

Valeo Financial Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.1% in Q2 2026, selling an estimated $81.7K and leaving 114,407 shares worth $7.83M. The position accounts for 0.17% of the portfolio, ranked #65.

Valeo Financial Advisors first reported a position in EEM in Q3 2017 and has held it in 36 quarters since. The position peaked at $14.7M in Q1 2021. 1,651 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Valeo Financial Advisors held 114,407 shares of iShares MSCI Emerging Markets ETF worth $7.83M as of Q2 2026.
Valeo Financial Advisors sold 1,251 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $81.7K.
iShares MSCI Emerging Markets ETF made up 0.17% of Valeo Financial Advisors's portfolio in Q2 2026, its #65 holding.
Valeo Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $14.7M in Q1 2021.
1,651 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.