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Axxcess Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Axxcess 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 		$25.8M Buy
376,762
+7,821
+2% +$511K 0.41% 51
2026
Q1 		$21M Buy
368,941
+202,544
+122% +$11.9M 0.67% 34
2025
Q4 		$9.1M Buy
166,397
+162,334
+3,995% +$8.83M 0.16% 130
2025
Q3 		$217K Buy
+4,063
New +$204K ﹤0.01% 863
2024
Q4 		– Sell
-5,149
Closed -$236K – 876
2024
Q3 		$236K Hold
5,149
– – 0.01% 779
2024
Q2 		$219K Sell
5,149
-91,894
-95% -$3.85M 0.01% 761
2024
Q1 		$3.99M Buy
97,043
+91,894
+1,785% +$3.66M 0.11% 156
2023
Q4 		$207K Sell
5,149
-1,236
-19% -$47.7K 0.01% 775
2023
Q3 		$242K Buy
+6,385
New +$253K 0.01% 663
2023
Q2 		– Sell
-5,419
Closed -$214K – 621
2023
Q1 		$214K Sell
5,419
-6,837
-56% -$272K 0.02% 570
2022
Q4 		$465K Sell
12,256
-24,944
-67% -$920K 0.04% 368
2022
Q3 		$1.3M Buy
37,200
+28,775
+342% +$1.12M 0.12% 156
2022
Q2 		$338K Sell
8,425
-6,745
-44% -$283K 0.03% 371
2022
Q1 		$685K Buy
15,170
+5,129
+51% +$242K 0.05% 293
2021
Q4 		$491K Buy
+10,041
New +$505K 0.04% 364

Other funds holding EEM

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 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
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM

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

Axxcess Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 2.1% in Q2 2026, buying an estimated $511K and bringing the position to 376,762 shares worth $25.8M. The position accounts for 0.41% of the portfolio, ranked #51.

Axxcess Wealth Management first reported a position in EEM in Q4 2021 and has held it in 15 quarters since. 870 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Axxcess Wealth Management held 376,762 shares of iShares MSCI Emerging Markets ETF worth $25.8M as of Q2 2026.
  • Axxcess Wealth Management bought 7,821 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $511K.
  • iShares MSCI Emerging Markets ETF made up 0.41% of Axxcess Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Axxcess Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 15 quarters since.
  • 870 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.