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Atlantic Edge Private Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Atlantic Edge Private Wealth Management’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 		$432K Hold
6,310
– – 0.09% 111
2026
Q1 		$358K Hold
6,310
– – 0.09% 107
2025
Q4 		$345K Hold
6,310
– – 0.09% 108
2025
Q3 		$337K Hold
6,310
– – 0.09% 106
2025
Q2 		$304K Hold
6,310
– – 0.08% 112
2025
Q1 		$276K Sell
6,310
-1,425
-18% -$61.9K 0.08% 113
2024
Q4 		$323K Buy
7,735
+220
+3% +$9.75K 0.1% 107
2024
Q3 		$345K Sell
7,515
-500
-6% -$21.6K 0.1% 105
2024
Q2 		$341K Sell
8,015
-1,450
-15% -$60.8K 0.11% 100
2024
Q1 		$389K Buy
9,465
+175
+2% +$6.96K 0.13% 98
2023
Q4 		$374K Buy
+9,290
New +$359K 0.15% 99

Other funds holding EEM

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Atlantic Edge Private Wealth Management's EEM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 6,310 shares worth $432K. The position accounts for 0.09% of the portfolio, ranked #111.

Atlantic Edge Private Wealth Management first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. 629 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 6,310 shares of iShares MSCI Emerging Markets ETF worth $432K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.09% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.