Apex Wealth Management’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
$1.28M Buy
18,708
+143
+0.8% +$9.34K 0.78% 34
2026
Q1
$1.05M Sell
18,565
-42,243
-69% -$2.48M 0.72% 33
2025
Q4
$3.52M Buy
60,808
+2,019
+3% +$110K 3.57% 11
2025
Q3
$3.14M Buy
58,789
+11,073
+23% +$556K 2.24% 18
2025
Q2
$2.3M Buy
+47,716
New +$2.15M 1.85% 18

Other funds holding EEM

Apex Wealth Management's EEM Position: Q2 2026 in Review

Apex Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.77% in Q2 2026, buying an estimated $9.34K and bringing the position to 18,708 shares worth $1.28M. The position accounts for 0.78% of the portfolio, ranked #34.

Apex Wealth Management first reported a position in EEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.52M in Q4 2025. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Apex Wealth Management held 18,708 shares of iShares MSCI Emerging Markets ETF worth $1.28M as of Q2 2026.
  • Apex Wealth Management bought 143 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $9.34K.
  • iShares MSCI Emerging Markets ETF made up 0.78% of Apex Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Apex Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
  • Apex Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $3.52M in Q4 2025.
  • 1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.