XF
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XML Financial’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

XML Financial’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 		$1.23M Sell
17,983
-1,232
-6% -$80.5K 0.09% 170
2026
Q1 		$1.09M Sell
19,215
-1,245
-6% -$73.2K 0.09% 173
2025
Q4 		$1.12M Sell
20,460
-273
-1% -$14.8K 0.09% 165
2025
Q3 		$1.11M Sell
20,733
-50
-0.2% -$2.51K 0.09% 172
2025
Q2 		$1M Sell
20,783
-1,176
-5% -$52.9K 0.09% 179
2025
Q1 		$960K Sell
21,959
-394
-2% -$17.1K 0.09% 176
2024
Q4 		$935K Sell
22,353
-2,449
-10% -$109K 0.09% 180
2024
Q3 		$1.14M Sell
24,802
-425
-2% -$18.3K 0.11% 160
2024
Q2 		$1.07M Buy
25,227
+110
+0.4% +$4.61K 0.11% 156
2024
Q1 		$1.03M Sell
25,117
-2,677
-10% -$107K 0.11% 163
2023
Q4 		$1.12M Sell
27,794
-1,989
-7% -$76.8K 0.12% 150
2023
Q3 		$1.13M Sell
29,783
-2,212
-7% -$87.6K 0.14% 140
2023
Q2 		$1.27M Buy
31,995
+65
+0.2% +$2.56K 0.15% 136
2023
Q1 		$1.26M Sell
31,930
-1,226
-4% -$48.8K 0.15% 133
2022
Q4 		$1.26M Sell
33,156
-4,250
-11% -$157K 0.16% 134
2022
Q3 		$1.3M Sell
37,406
-102
-0.3% -$3.98K 0.18% 115
2022
Q2 		$1.5M Sell
37,508
-360
-1% -$15.1K 0.34% 59
2022
Q1 		$1.71M Sell
37,868
-1,230
-3% -$58K 0.2% 111
2021
Q4 		$1.91M Sell
39,098
-1,383
-3% -$69.6K 0.23% 108
2021
Q3 		$2.04M Sell
40,481
-1,051
-3% -$54.7K 0.27% 97
2021
Q2 		$2.29M Sell
41,532
-692
-2% -$37.6K 0.5% 50
2021
Q1 		$2.25M Sell
42,224
-420
-1% -$23K 0.55% 48
2020
Q4 		$2.2M Sell
42,644
-1,877
-4% -$90.3K 0.57% 44
2020
Q3 		$1.96M Sell
44,521
-2,199
-5% -$96.5K 0.61% 42
2020
Q2 		$1.87M Sell
46,720
-6,325
-12% -$237K 0.65% 39
2020
Q1 		$1.81M Sell
53,045
-3,469
-6% -$142K 0.78% 34
2019
Q4 		$2.54M Buy
+56,514
New +$2.43M 0.92% 27

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

XML Financial's EEM Position: Q2 2026 in Review

XML Financial reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 6.4% in Q2 2026, selling an estimated $80.5K and leaving 17,983 shares worth $1.23M. The position accounts for 0.09% of the portfolio, ranked #170.

XML Financial first reported a position in EEM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.54M in Q4 2019. 1,648 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • XML Financial held 17,983 shares of iShares MSCI Emerging Markets ETF worth $1.23M as of Q2 2026.
  • XML Financial sold 1,232 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $80.5K.
  • iShares MSCI Emerging Markets ETF made up 0.09% of XML Financial's portfolio in Q2 2026, its #170 holding.
  • XML Financial first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's iShares MSCI Emerging Markets ETF position peaked at $2.54M in Q4 2019.
  • 1,648 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.