AWA
EEM icon

Arkadios Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Arkadios Wealth 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
Q1 		$3.09M Buy
54,397
+3,932
+8% +$231K 0.05% 378
2025
Q4 		$2.76M Buy
50,465
+26,105
+107% +$1.42M 0.05% 352
2025
Q3 		$1.3M Buy
24,360
+633
+3% +$31.8K 0.03% 536
2025
Q2 		$1.14M Buy
23,727
+14,052
+145% +$632K 0.03% 522
2025
Q1 		$423K Buy
9,675
+1,671
+21% +$72.6K 0.02% 768
2024
Q4 		$335K Buy
8,004
+1,495
+23% +$66.2K 0.02% 683
2024
Q3 		$299K Sell
6,509
-265
-4% -$11.4K 0.02% 706
2024
Q2 		$289K Buy
+6,774
New +$284K 0.02% 645
2024
Q1 		– Sell
-5,861
Closed -$236K – 747
2023
Q4 		$236K Sell
5,861
-568
-9% -$21.9K 0.02% 606
2023
Q3 		$244K Sell
6,429
-1,166
-15% -$46.2K 0.02% 560
2023
Q2 		$300K Buy
7,595
+9
+0.1% +$354 0.03% 444
2023
Q1 		$299K Buy
7,586
+1,977
+35% +$78.6K 0.04% 435
2022
Q4 		$213K Sell
5,609
-1,946
-26% -$71.8K 0.03% 512
2022
Q3 		$264K Sell
7,555
-12,888
-63% -$503K 0.04% 414
2022
Q2 		$820K Sell
20,443
-3,447
-14% -$145K 0.12% 202
2022
Q1 		$1.08M Sell
23,890
-8,965
-27% -$423K 0.14% 171
2021
Q4 		$1.6M Sell
32,855
-12,530
-28% -$630K 0.21% 112
2021
Q3 		$2.29M Sell
45,385
-8,762
-16% -$456K 0.33% 80
2021
Q2 		$2.99M Buy
54,147
+17,038
+46% +$926K 0.36% 68
2021
Q1 		$1.98M Buy
37,109
+602
+2% +$33K 0.33% 75
2020
Q4 		$1.89M Buy
36,507
+33,318
+1,045% +$1.6M 0.4% 68
2020
Q3 		$145K Sell
3,189
-255
-7% -$11.2K 0.07% 226
2020
Q2 		$148K Sell
3,444
-130
-4% -$4.87K 0.08% 198
2020
Q1 		$122K Sell
3,574
-23
-0.6% -$944 0.08% 205
2019
Q4 		$159K Buy
+3,597
New +$154K 0.1% 176

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Arkadios Wealth Advisors's EEM Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 7.8% in Q1 2026, buying an estimated $231K and bringing the position to 54,397 shares worth $3.09M. The position accounts for 0.05% of the portfolio, ranked #378.

Arkadios Wealth Advisors first reported a position in EEM in Q4 2019 and has held it in 25 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Arkadios Wealth Advisors held 54,397 shares of iShares MSCI Emerging Markets ETF worth $3.09M as of Q1 2026.
  • Arkadios Wealth Advisors bought 3,932 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $231K.
  • iShares MSCI Emerging Markets ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #378 holding.
  • Arkadios Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.