AWM
EEMA icon

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

Axxcess Wealth Management’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,401
Closed -$320K – 574
2025
Q4 		$320K Buy
3,401
+42
+1% +$3.93K 0.01% 829
2025
Q3 		$308K Sell
3,359
-65
-2% -$5.61K 0.01% 750
2025
Q2 		$283K Buy
3,424
+7
+0.2% +$533 0.01% 736
2025
Q1 		$253K Hold
3,417
– – 0.01% 742
2024
Q4 		$245K Buy
3,417
+45
+1% +$3.41K 0.01% 737
2024
Q3 		$264K Hold
3,372
– – 0.01% 732
2024
Q2 		$244K Sell
3,372
-52
-2% -$3.66K 0.01% 720
2024
Q1 		$233K Hold
3,424
– – 0.01% 754
2023
Q4 		$226K Buy
+3,424
New +$218K 0.01% 740
2022
Q3 		– Sell
-2,965
Closed -$202K – 564
2022
Q2 		$202K Buy
2,965
+173
+6% +$12K 0.02% 495
2022
Q1 		$206K Buy
2,792
+44
+2% +$3.43K 0.02% 582
2021
Q4 		$225K Buy
+2,748
New +$232K 0.02% 563

Other funds holding EEMA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return