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

CM 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 Q1	$786K	Sell	13,836 -160	-1%	-$9.41K	0.17%	55
2025 Q4	$766K	Sell	13,996 -245	-2%	-$13.3K	0.17%	56
2025 Q3	$760K	Hold	14,241	–	–	0.2%	41
2025 Q2	$687K	Sell	14,241 -135	-0.9%	-$6.07K	0.2%	43
2025 Q1	$628K	Hold	14,376	–	–	0.2%	47
2024 Q4	$601K	Sell	14,376 -356	-2%	-$15.8K	0.2%	48
2024 Q3	$676K	Buy	14,732 +885	+6%	+$38.2K	0.22%	43
2024 Q2	$590K	Sell	13,847 -4,806	-26%	-$202K	0.28%	35
2024 Q1	$788K	Buy	18,653 +2,369	+15%	+$94.3K	0.23%	46
2023 Q4	$655K	Sell	16,284 -1,844	-10%	-$71.2K	0.28%	30
2023 Q3	$714K	Sell	18,128 -5,259	-22%	-$208K	0.28%	28
2023 Q2	$981K	Buy	+23,387	New	+$920K	0.32%	32
2023 Q1	–	Sell	-20,721	Closed	-$786K	–	417
2022 Q4	$786K	Hold	20,721	–	–	0.4%	23
2022 Q3	$723M	Sell	20,721 -535	-3%	-$20.9K	0.4%	25
2022 Q2	$852K	Buy	+21,256	New	+$892K	0.52%	23

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

CM Wealth Advisors's EEM Position: Q1 2026 in Review

CM Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.1% in Q1 2026, selling an estimated $9.41K and leaving 13,836 shares worth $786K. The position accounts for 0.17% of the portfolio, ranked #55.

CM Wealth Advisors first reported a position in EEM in Q2 2022 and has held it in 15 quarters since. The position peaked at $723M in Q3 2022. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

CM Wealth Advisors held 13,836 shares of iShares MSCI Emerging Markets ETF worth $786K as of Q1 2026.
CM Wealth Advisors sold 160 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $9.41K.
iShares MSCI Emerging Markets ETF made up 0.17% of CM Wealth Advisors's portfolio in Q1 2026, its #55 holding.
CM Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2022 and has held it in 15 quarters since.
CM Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $723M in Q3 2022.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.