Zhang Financial’s BNY Mellon Emerging Markets Equity ETF BKEM Stock Holding History

Zhang Financial’s Portfolio BKEM Stock Details BKEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250K	Hold	7,884	–	–	0.01%	357
2026 Q1	$208K	Buy	+7,884	New	+$214K	0.01%	355
2025 Q2	–	Sell	-10,239	Closed	-$207K	–	292
2025 Q1	$207K	Hold	10,239	–	–	0.01%	289
2024 Q4	$201K	Hold	10,239	–	–	0.01%	289
2024 Q3	$220K	Hold	10,239	–	–	0.01%	264
2024 Q2	$204K	Sell	10,239 -1,080	-10%	-$21.1K	0.01%	261
2024 Q1	$217K	Sell	11,319 -1,722	-13%	-$32K	0.02%	257
2023 Q4	$244K	Sell	13,041 -9,873	-43%	-$176K	0.02%	236
2023 Q3	$406K	Sell	22,914 -1,092	-5%	-$20.2K	0.04%	180
2023 Q2	$444K	Sell	24,006 -8,040	-25%	-$147K	0.05%	165
2023 Q1	$590K	Sell	32,046 -8,931	-22%	-$165K	0.07%	142
2022 Q4	$728K	Sell	40,977 -9,234	-18%	-$158K	0.09%	121
2022 Q3	$824K	Buy	50,211 +3,726	+8%	+$67.9K	0.12%	92
2022 Q2	$879K	Buy	46,485 +13,131	+39%	+$258K	0.14%	90
2022 Q1	$703K	Buy	33,354 +21,648	+185%	+$477K	0.12%	109
2021 Q4	$266K	Buy	+11,706	New	+$271K	0.05%	175

Other funds holding BKEM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OCA

Odyssey Capital Advisors Bala Cynwyd, Pennsylvania $140M AUM

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Sittner & Nelson Eugene, Oregon $318M AUM 31.11% 1-Year Est. Return

Zhang Financial's BKEM Position: Q2 2026 in Review

Zhang Financial held its BNY Mellon Emerging Markets Equity ETF (BKEM) position steady in Q2 2026 at 7,884 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #357.

Zhang Financial first reported a position in BKEM in Q4 2021 and has held it in 16 quarters since. The position peaked at $879K in Q2 2022. 12 funds tracked by Wall St. Rank hold BKEM as of Q2 2026.

Zhang Financial held 7,884 shares of BNY Mellon Emerging Markets Equity ETF worth $250K as of Q2 2026.
Zhang Financial left its BNY Mellon Emerging Markets Equity ETF share count unchanged in Q2 2026.
BNY Mellon Emerging Markets Equity ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #357 holding.
Zhang Financial first reported a position in BNY Mellon Emerging Markets Equity ETF in Q4 2021 and has held it in 16 quarters since.
Zhang Financial's BNY Mellon Emerging Markets Equity ETF position peaked at $879K in Q2 2022.
12 funds tracked by Wall St. Rank held BNY Mellon Emerging Markets Equity ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.