Corepath Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Corepath Wealth Partners’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	$7.78M	Sell	117,454 -658	-0.6%	-$43K	4.85%	6
2026 Q1	$7.14M	Sell	118,112 -1,972	-2%	-$116K	4.81%	6
2025 Q4	$6.96M	Buy	120,084 +3,596	+3%	+$196K	4.67%	6
2025 Q3	$6.35M	Buy	116,488 +6,466	+6%	+$325K	4.61%	6
2025 Q2	$5.36M	Buy	110,022 +2,523	+2%	+$113K	4.52%	9
2025 Q1	$4.57M	Buy	107,499 +3,207	+3%	+$139K	4.36%	9
2024 Q4	$4.3M	Buy	104,292 +4,260	+4%	+$189K	4.19%	9
2024 Q3	$4.62M	Buy	100,032 +2,426	+2%	+$105K	4.49%	8
2024 Q2	$4.26M	Sell	97,606 -2,988	-3%	-$125K	4.49%	8
2024 Q1	$4.09M	Sell	100,594 -108,081	-52%	-$4.3M	4.52%	9
2023 Q4	$8.23M	Buy	208,675 +3,718	+2%	+$144K	4.59%	7
2023 Q3	$7.76M	Buy	204,957 +6,212	+3%	+$246K	4.68%	7
2023 Q2	$8.16M	Buy	198,745 +16,962	+9%	+$667K	4.79%	7
2023 Q1	$7.08M	Buy	181,783 +6,861	+4%	+$273K	4.44%	9
2022 Q4	$7.06M	Buy	174,922 +5,029	+3%	+$186K	4.71%	8
2022 Q3	$5.97M	Buy	169,893 +5,678	+3%	+$222K	4.44%	9
2022 Q2	$6.31M	Buy	164,215 +6,111	+4%	+$256K	4.67%	9
2022 Q1	$6.65M	Buy	158,104 +12,024	+8%	+$567K	4.63%	9
2021 Q4	$7.14M	Buy	146,080 +6,179	+4%	+$311K	5.11%	9
2021 Q3	$6.99M	Buy	139,901 +2,791	+2%	+$145K	5.36%	9
2021 Q2	$7.12M	Buy	137,110 +7,287	+6%	+$396K	5.51%	9
2021 Q1	$6.95M	Buy	129,823 +8,229	+7%	+$451K	6.11%	7
2020 Q4	$6.3M	Buy	+121,594	New	+$5.85M	6.57%	6

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

MFG

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

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

Corepath Wealth Partners's EEM Position: Q2 2026 in Review

Corepath Wealth Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.56% in Q2 2026, selling an estimated $43K and leaving 117,454 shares worth $7.78M. The position accounts for 4.85% of the portfolio, ranked #6.

Corepath Wealth Partners first reported a position in EEM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.23M in Q4 2023. 404 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Corepath Wealth Partners held 117,454 shares of iShares MSCI Emerging Markets ETF worth $7.78M as of Q2 2026.
Corepath Wealth Partners sold 658 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $43K.
iShares MSCI Emerging Markets ETF made up 4.85% of Corepath Wealth Partners's portfolio in Q2 2026, its #6 holding.
Corepath Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
Corepath Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $8.23M in Q4 2023.
404 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.