Core Wealth Advisors (Florida)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Core Wealth Advisors (Florida)’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	$325K	Hold	4,753	–	–	0.07%	102
2026 Q1	$270K	Hold	4,753	–	–	0.06%	94
2025 Q4	$260K	Buy	+4,753	New	+$258K	0.07%	79
2024 Q2	–	Sell	-253	Closed	-$10.4K	–	109
2024 Q1	$10.4K	Hold	253	–	–	﹤0.01%	186
2023 Q4	$10.2K	Hold	253	–	–	﹤0.01%	184
2023 Q3	$9.6K	Hold	253	–	–	﹤0.01%	161
2023 Q2	$10K	Hold	253	–	–	﹤0.01%	153
2023 Q1	$9.98K	Hold	253	–	–	﹤0.01%	151
2022 Q4	$9.59K	Hold	253	–	–	﹤0.01%	164
2022 Q3	$9K	Buy	253 +75	+42%	+$2.93K	0.01%	145
2022 Q2	$7K	Hold	178	–	–	﹤0.01%	159
2022 Q1	$8K	Hold	178	–	–	﹤0.01%	150
2021 Q4	$9K	Hold	178	–	–	0.01%	156
2021 Q3	$9K	Buy	178 +48	+37%	+$2.5K	0.01%	138
2021 Q2	$7K	Hold	130	–	–	﹤0.01%	141
2021 Q1	$7K	Hold	130	–	–	0.01%	128
2020 Q4	$7K	Hold	130	–	–	0.01%	126
2020 Q3	$6K	Hold	130	–	–	0.01%	118
2020 Q2	$5K	Sell	130 -79,747	-100%	-$2.99M	﹤0.01%	102
2020 Q1	$2.73M	Sell	79,877 -2,407	-3%	-$98.8K	2.08%	14
2019 Q4	$3.69M	Buy	+82,284	New	+$3.53M	2.12%	18

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

Core Wealth Advisors (Florida)'s EEM Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 4,753 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #102.

Core Wealth Advisors (Florida) first reported a position in EEM in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.69M in Q4 2019. 1,644 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Core Wealth Advisors (Florida) held 4,753 shares of iShares MSCI Emerging Markets ETF worth $325K as of Q2 2026.
Core Wealth Advisors (Florida) left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.07% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #102 holding.
Core Wealth Advisors (Florida) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 21 quarters since.
Core Wealth Advisors (Florida)'s iShares MSCI Emerging Markets ETF position peaked at $3.69M in Q4 2019.
1,644 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.