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

West 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	$97K	Hold	1,418	–	–	0.01%	85
2026 Q1	$80.5K	Hold	1,418	–	–	0.01%	81
2025 Q4	$77.6K	Hold	1,418	–	–	0.01%	83
2025 Q3	$75.7K	Hold	1,418	–	–	0.01%	88
2025 Q2	$68.4K	Hold	1,418	–	–	0.01%	91
2025 Q1	$62K	Sell	1,418 -952	-40%	-$41.4K	0.01%	90
2024 Q4	$99.1K	Buy	2,370 +952	+67%	+$42.2K	0.02%	78
2024 Q3	$65K	Buy	+1,418	New	+$61.1K	0.01%	79
2022 Q4	–	Sell	-1,270	Closed	-$44K	–	178
2022 Q3	$44K	Hold	1,270	–	–	0.01%	102
2022 Q2	$51K	Sell	1,270 -150	-11%	-$6.29K	0.01%	97
2022 Q1	$64K	Hold	1,420	–	–	0.02%	94
2021 Q4	$69K	Hold	1,420	–	–	0.02%	98
2021 Q3	$72K	Sell	1,420 -750	-35%	-$39K	0.02%	90
2021 Q2	$120K	Hold	2,170	–	–	0.04%	65
2021 Q1	$116K	Hold	2,170	–	–	0.04%	68
2020 Q4	$112K	Buy	+2,170	New	+$104K	0.04%	65

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

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

West Financial Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 1,418 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #85.

West Financial Advisors first reported a position in EEM in Q4 2020 and has held it in 16 quarters since. The position peaked at $120K in Q2 2021. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

West Financial Advisors held 1,418 shares of iShares MSCI Emerging Markets ETF worth $97K as of Q2 2026.
West Financial Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #85 holding.
West Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 16 quarters since.
West Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $120K in Q2 2021.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

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