Avidian Wealth Enterprises’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Avidian Wealth Enterprises’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	$2.52M	Sell	36,895 -204	-0.5%	-$13.3K	0.07%	185
2026 Q1	$2.11M	Buy	37,099 +16,184	+77%	+$952K	0.07%	183
2025 Q4	$1.14M	Sell	20,915 -890	-4%	-$48.4K	0.04%	207
2025 Q3	$1.16M	Sell	21,805 -2,656	-11%	-$133K	0.04%	201
2025 Q2	$1.18M	Sell	24,461 -24	-0.1%	-$1.08K	0.05%	188
2025 Q1	$1.07M	Sell	24,485 -596	-2%	-$25.9K	0.05%	188
2024 Q4	$1.05M	Buy	25,081 +360	+1%	+$16K	0.05%	180
2024 Q3	$1.13M	Sell	24,721 -1,055	-4%	-$45.5K	0.05%	167
2024 Q2	$1.1M	Sell	25,776 -23	-0.1%	-$965	0.05%	173
2024 Q1	$1.06M	Sell	25,799 -156	-0.6%	-$6.21K	0.05%	155
2023 Q4	$1.04M	Sell	25,955 -8,122	-24%	-$314K	0.06%	163
2023 Q3	$1.29M	Sell	34,077 -1,094	-3%	-$43.3K	0.09%	138
2023 Q2	$1.39M	Buy	35,171 +10,469	+42%	+$412K	0.09%	147
2023 Q1	$975K	Buy	+24,702	New	+$982K	0.05%	205
2022 Q1	–	Sell	-7,617	Closed	-$372K	–	518
2021 Q4	$372K	Buy	+7,617	New	+$383K	0.02%	359
2019 Q3	–	Sell	-310,017	Closed	-$13.3M	–	197
2019 Q2	$13.3M	Sell	310,017 -213,488	-41%	-$9.06M	3.15%	10
2019 Q1	$22.5M	Buy	523,505 +250,570	+92%	+$10.5M	4.99%	6
2018 Q4	$10.7M	Sell	272,935 -147,044	-35%	-$5.89M	3.72%	8
2018 Q3	$18M	Buy	419,979 +45,217	+12%	+$1.95M	5.64%	5
2018 Q2	$16.2M	Sell	374,762 -503,048	-57%	-$23.3M	5.12%	6
2018 Q1	$42.4M	Buy	877,810 +876,974	+104,901%	+$43M	14.21%	1
2017 Q4	$39.4M	Sell	836 -716,679	-100%	-$33.2M	10.54%	2
2017 Q3	$32.2M	Sell	717,515 -10,363	-1%	-$456K	12.25%	2
2017 Q2	$30.1M	Buy	727,878 +5,614	+0.8%	+$229K	12.52%	3
2017 Q1	$28.4M	Buy	722,264 +489,095	+210%	+$18.6M	10.9%	3
2016 Q4	$8.16M	Buy	+233,169	New	+$8.41M	3.56%	12

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avidian Wealth Enterprises's EEM Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.55% in Q2 2026, selling an estimated $13.3K and leaving 36,895 shares worth $2.52M. The position accounts for 0.07% of the portfolio, ranked #185.

Avidian Wealth Enterprises first reported a position in EEM in Q4 2016 and has held it in 26 quarters since. The position peaked at $42.4M in Q1 2018. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Avidian Wealth Enterprises held 36,895 shares of iShares MSCI Emerging Markets ETF worth $2.52M as of Q2 2026.
Avidian Wealth Enterprises sold 204 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $13.3K.
iShares MSCI Emerging Markets ETF made up 0.07% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #185 holding.
Avidian Wealth Enterprises first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and has held it in 26 quarters since.
Avidian Wealth Enterprises's iShares MSCI Emerging Markets ETF position peaked at $42.4M in Q1 2018.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.