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

Cornerstone 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 		$463K Sell
6,770
-125
-2% -$8.16K 0.1% 36
2026
Q1 		$392K Buy
6,895
+200
+3% +$11.8K 0.09% 36
2025
Q4 		$366K Sell
6,695
-25
-0.4% -$1.36K 0.09% 38
2025
Q3 		$359K Sell
6,720
-100
-1% -$5.02K 0.09% 38
2025
Q2 		$329K Hold
6,820
– – 0.09% 40
2025
Q1 		$298K Sell
6,820
-162
-2% -$7.04K 0.08% 40
2024
Q4 		$292K Hold
6,982
– – 0.08% 43
2024
Q3 		$320K Sell
6,982
-25
-0.4% -$1.08K 0.09% 38
2024
Q2 		$298K Sell
7,007
-854
-11% -$35.8K 0.09% 39
2024
Q1 		$323K Buy
7,861
+100
+1% +$3.98K 0.1% 36
2023
Q4 		$312K Buy
7,761
+175
+2% +$6.76K 0.1% 34
2023
Q3 		$288K Sell
7,586
-70
-0.9% -$2.77K 0.1% 36
2023
Q2 		$303K Buy
7,656
+205
+3% +$8.06K 0.1% 35
2023
Q1 		$294K Buy
7,451
+49
+0.7% +$1.95K 0.11% 35
2022
Q4 		$281K Sell
7,402
-3,000
-29% -$111K 0.11% 37
2022
Q3 		$363K Sell
10,402
-1,216
-10% -$47.5K 0.14% 31
2022
Q2 		$466K Buy
11,618
+1,657
+17% +$69.5K 0.18% 32
2022
Q1 		$450K Sell
9,961
-377
-4% -$17.8K 0.16% 30
2021
Q4 		$505K Sell
10,338
-50
-0.5% -$2.52K 0.17% 28
2021
Q3 		$523K Sell
10,388
-425
-4% -$22.1K 0.18% 28
2021
Q2 		$593K Hold
10,813
– – 0.21% 26
2021
Q1 		$577K Buy
+10,813
New +$592K 0.22% 27

Other funds holding EEM

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

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

Cornerstone Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.8% in Q2 2026, selling an estimated $8.16K and leaving 6,770 shares worth $463K. The position accounts for 0.1% of the portfolio, ranked #36.

Cornerstone Wealth Advisors first reported a position in EEM in Q1 2021 and has held it in 22 quarters since. The position peaked at $593K in Q2 2021. 368 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Cornerstone Wealth Advisors held 6,770 shares of iShares MSCI Emerging Markets ETF worth $463K as of Q2 2026.
  • Cornerstone Wealth Advisors sold 125 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $8.16K.
  • iShares MSCI Emerging Markets ETF made up 0.1% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Cornerstone Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and has held it in 22 quarters since.
  • Cornerstone Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $593K in Q2 2021.
  • 368 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.