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Valtinson Bruner Financial Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Valtinson Bruner Financial Planning’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 		$313K Sell
4,571
-91
-2% -$5.94K 0.08% 135
2026
Q1 		$265K Sell
4,662
-105
-2% -$6.18K 0.07% 140
2025
Q4 		$261K Sell
4,767
-112
-2% -$6.09K 0.08% 134
2025
Q3 		$261K Sell
4,879
-12
-0.2% -$603 0.08% 132
2025
Q2 		$236K Sell
4,891
-220
-4% -$9.89K 0.07% 133
2025
Q1 		$223K Sell
5,111
-298
-6% -$12.9K 0.08% 129
2024
Q4 		$226K Sell
5,409
-227
-4% -$10.1K 0.08% 134
2024
Q3 		$258K Sell
5,636
-124
-2% -$5.35K 0.09% 117
2024
Q2 		$245K Sell
5,760
-372
-6% -$15.6K 0.1% 110
2024
Q1 		$252K Sell
6,132
-276
-4% -$11K 0.11% 104
2023
Q4 		$258K Sell
6,408
-154
-2% -$5.95K 0.13% 100
2023
Q3 		$249K Sell
6,562
-78
-1% -$3.09K 0.14% 99
2023
Q2 		$263K Sell
6,640
-2,237
-25% -$88K 0.14% 99
2023
Q1 		$350K Sell
8,877
-462
-5% -$18.4K 0.2% 88
2022
Q4 		$381K Buy
+9,339
New +$345K 0.22% 83

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Valtinson Bruner Financial Planning's EEM Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2% in Q2 2026, selling an estimated $5.94K and leaving 4,571 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #135.

Valtinson Bruner Financial Planning first reported a position in EEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $381K in Q4 2022. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Valtinson Bruner Financial Planning held 4,571 shares of iShares MSCI Emerging Markets ETF worth $313K as of Q2 2026.
  • Valtinson Bruner Financial Planning sold 91 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $5.94K.
  • iShares MSCI Emerging Markets ETF made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #135 holding.
  • Valtinson Bruner Financial Planning first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • Valtinson Bruner Financial Planning's iShares MSCI Emerging Markets ETF position peaked at $381K in Q4 2022.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.