William Howard & Co Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$274K Sell
4,003
-45
-1% -$2.94K 0.21% 49
2026
Q1
$230K Hold
4,048
0.2% 49
2025
Q4
$221K Sell
4,048
-3
-0.1% -$163 0.19% 54
2025
Q3
$216K Buy
+4,051
New +$203K 0.18% 55

Other funds holding EEM

William Howard & Co Financial Advisors's EEM Position: Q2 2026 in Review

William Howard & Co Financial Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.1% in Q2 2026, selling an estimated $2.94K and leaving 4,003 shares worth $274K. The position accounts for 0.21% of the portfolio, ranked #49.

William Howard & Co Financial Advisors first reported a position in EEM in Q3 2025 and has held it in 4 quarters since. 1,643 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • William Howard & Co Financial Advisors held 4,003 shares of iShares MSCI Emerging Markets ETF worth $274K as of Q2 2026.
  • William Howard & Co Financial Advisors sold 45 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.94K.
  • iShares MSCI Emerging Markets ETF made up 0.21% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • William Howard & Co Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,643 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.