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 Q3	$595K	Sell	8,911 -19	-0.2%	-$1.26K	0.55%	33
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

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

CogentBlue Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.21% in Q3 2026, selling an estimated $1.26K and leaving 8,911 shares worth $595K. The position accounts for 0.55% of the portfolio, ranked #33.

CogentBlue Wealth Advisors first reported a position in EEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $611K in Q2 2026. 95 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

CogentBlue Wealth Advisors held 8,911 shares of iShares MSCI Emerging Markets ETF worth $595K as of Q3 2026.
CogentBlue Wealth Advisors sold 19 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $1.26K.
iShares MSCI Emerging Markets ETF made up 0.55% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #33 holding.
CogentBlue Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
CogentBlue Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $611K in Q2 2026.
95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.