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 Q2	$935K	Sell	13,668 -168	-1%	-$11K	0.17%	53
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	$723K	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 $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

CM Wealth Advisors's EEM Position: Q2 2026 in Review

CM Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.2% in Q2 2026, selling an estimated $11K and leaving 13,668 shares worth $935K. The position accounts for 0.17% of the portfolio, ranked #53.

CM Wealth Advisors first reported a position in EEM in Q2 2022 and has held it in 16 quarters since. The position peaked at $981K in Q2 2023. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

CM Wealth Advisors held 13,668 shares of iShares MSCI Emerging Markets ETF worth $935K as of Q2 2026.
CM Wealth Advisors sold 168 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $11K.
iShares MSCI Emerging Markets ETF made up 0.17% of CM Wealth Advisors's portfolio in Q2 2026, its #53 holding.
CM Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $981K in Q2 2023.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.