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

CogentBlue 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	$611K	Sell	8,930 -404	-4%	-$26.4K	0.35%	46
2026 Q1	$530K	Sell	9,334 -691	-7%	-$40.6K	0.36%	39
2025 Q4	$548K	Sell	10,025 -21	-0.2%	-$1.14K	0.37%	42
2025 Q3	$536K	Hold	10,046	–	–	0.37%	42
2025 Q2	$485K	Sell	10,046 -20	-0.2%	-$899	0.37%	40
2025 Q1	$440K	Hold	10,066	–	–	0.39%	37
2024 Q4	$421K	Buy	+10,066	New	+$446K	0.37%	37

Other funds holding EEM

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

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

CogentBlue Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 4.3% in Q2 2026, selling an estimated $26.4K and leaving 8,930 shares worth $611K. The position accounts for 0.35% of the portfolio, ranked #46.

CogentBlue Wealth Advisors first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

CogentBlue Wealth Advisors held 8,930 shares of iShares MSCI Emerging Markets ETF worth $611K as of Q2 2026.
CogentBlue Wealth Advisors sold 404 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $26.4K.
iShares MSCI Emerging Markets ETF made up 0.35% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #46 holding.
CogentBlue Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.