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

BlueChip 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 Q3	$594K	Buy	8,888 +4,826	+119%	+$319K	0.2%	91
2026 Q2	$278K	Sell	4,062 -563	-12%	-$36.8K	0.11%	146
2026 Q1	$239K	Sell	4,625 -4,676	-50%	-$275K	0.1%	132
2025 Q4	$509K	Buy	9,301 +4,791	+106%	+$261K	0.21%	79
2025 Q3	$241K	Sell	4,510 -4,791	-52%	-$241K	0.1%	140
2025 Q2	$449K	Sell	9,301 -35	-0.4%	-$1.57K	0.2%	88
2025 Q1	$408K	Buy	+9,336	New	+$406K	0.2%	93
2024 Q4	–	Sell	-11,391	Closed	-$522K	–	143
2024 Q3	$522K	Buy	11,391 +178	+2%	+$7.68K	0.27%	72
2024 Q2	$478K	Buy	11,213 +326	+3%	+$13.7K	0.28%	73
2024 Q1	$447K	Sell	10,887 -1,098	-9%	-$43.7K	0.29%	67
2023 Q4	$482K	Buy	+11,985	New	+$463K	0.34%	64

Other funds holding EEM

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BlueChip Wealth Advisors's EEM Position: Q3 2026 in Review

BlueChip Wealth Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 119% in Q3 2026, buying an estimated $319K and bringing the position to 8,888 shares worth $594K. The position accounts for 0.2% of the portfolio, ranked #91.

BlueChip Wealth Advisors first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. 1,446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

BlueChip Wealth Advisors held 8,888 shares of iShares MSCI Emerging Markets ETF worth $594K as of Q3 2026.
BlueChip Wealth Advisors bought 4,826 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $319K.
iShares MSCI Emerging Markets ETF made up 0.2% of BlueChip Wealth Advisors's portfolio in Q3 2026, its #91 holding.
BlueChip Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
1,446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.