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Coastwise Capital Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Coastwise Capital Group’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 		$241K Buy
+3,525
New +$230K 0.14% 122
2025
Q4 		– Sell
-8,443
Closed -$451K – 231
2025
Q3 		$451K Sell
8,443
-483
-5% -$24.3K 0.32% 71
2025
Q2 		$431K Sell
8,926
-420
-4% -$18.9K 0.34% 68
2025
Q1 		$408K Sell
9,346
-1,359
-13% -$59K 0.34% 70
2024
Q4 		$448K Sell
10,705
-143
-1% -$6.34K 0.36% 69
2024
Q3 		$497K Sell
10,848
-242
-2% -$10.4K 0.41% 70
2024
Q2 		$472K Sell
11,090
-573
-5% -$24K 0.45% 61
2024
Q1 		$479K Buy
11,663
+1,055
+10% +$42K 0.44% 65
2023
Q4 		$427K Sell
10,608
-1,293
-11% -$49.9K 0.44% 66
2023
Q3 		$452K Buy
11,901
+2,488
+26% +$98.5K 0.52% 58
2023
Q2 		$372K Buy
9,413
+68
+0.7% +$2.67K 0.42% 70
2023
Q1 		$369K Sell
9,345
-1,179
-11% -$46.9K 0.42% 67
2022
Q4 		$399K Buy
10,524
+169
+2% +$6.24K 0.47% 63
2022
Q3 		$361K Buy
10,355
+500
+5% +$19.5K 0.57% 60
2022
Q2 		$395K Buy
9,855
+164
+2% +$6.88K 0.48% 63
2022
Q1 		$438K Buy
+9,691
New +$457K 0.54% 58

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Coastwise Capital Group's EEM Position: Q2 2026 in Review

Coastwise Capital Group opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 3,525 shares worth $241K. The stake represents 0.14% of the portfolio and ranks #122 among its holdings. This is a return to the name: Coastwise Capital Group previously reported a position in EEM as recently as Q3 2025.

Coastwise Capital Group first reported a position in EEM in Q1 2022 and has held it in 16 quarters since. The position peaked at $497K in Q3 2024. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Coastwise Capital Group held 3,525 shares of iShares MSCI Emerging Markets ETF worth $241K as of Q2 2026.
  • iShares MSCI Emerging Markets ETF was a new Coastwise Capital Group position in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.14% of Coastwise Capital Group's portfolio in Q2 2026, its #122 holding.
  • Coastwise Capital Group first reported a position in iShares MSCI Emerging Markets ETF in Q1 2022 and has held it in 16 quarters since.
  • Coastwise Capital Group's iShares MSCI Emerging Markets ETF position peaked at $497K in Q3 2024.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.