Valmark Advisers’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Valmark Advisers’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
2021 Q3	–	Sell	-1,000	Closed	-$55K	–	400
2021 Q2	$55K	Hold	1,000	–	–	﹤0.01%	391
2021 Q1	$53K	Hold	1,000	–	–	﹤0.01%	378
2020 Q4	$52K	Sell	1,000 -800	-44%	-$38.5K	﹤0.01%	345
2020 Q3	$79K	Buy	1,800 +1,000	+125%	+$43.9K	﹤0.01%	293
2020 Q2	$32K	Sell	800 -500	-38%	-$18.7K	﹤0.01%	276
2020 Q1	$44K	Hold	1,300	–	–	﹤0.01%	232
2019 Q4	$58K	Buy	+1,300	New	+$55.8K	﹤0.01%	240

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Valmark Advisers's EEM Position: Q1 2026 in Review

Valmark Advisers increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.26% in Q1 2026, buying an estimated $7.76K and bringing the position to 51,865 shares worth $2.95M. The position accounts for 0.04% of the portfolio, ranked #193.

Valmark Advisers first reported a position in EEM in Q4 2013 and has held it in 44 quarters since. The position peaked at $12.5M in Q3 2021. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Valmark Advisers held 51,865 shares of iShares MSCI Emerging Markets ETF worth $2.95M as of Q1 2026.
Valmark Advisers bought 132 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $7.76K.
iShares MSCI Emerging Markets ETF made up 0.04% of Valmark Advisers's portfolio in Q1 2026, its #193 holding.
Valmark Advisers first reported a position in iShares MSCI Emerging Markets ETF in Q4 2013 and has held it in 44 quarters since.
Valmark Advisers's iShares MSCI Emerging Markets ETF position peaked at $12.5M in Q3 2021.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.