Cornerstone Wealth Advisors
EEM icon

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
Q3 		$450K Sell
6,740
-30
-0.4% -$1.98K 0.09% 36
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 $743M AUM 14.64% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.44% in Q3 2026, selling an estimated $1.98K and leaving 6,740 shares worth $450K. The position accounts for 0.09% of the portfolio, ranked #36.

Cornerstone Wealth Advisors first reported a position in EEM in Q1 2021 and has held it in 23 quarters since. The position peaked at $593K in Q2 2021. 527 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Cornerstone Wealth Advisors held 6,740 shares of iShares MSCI Emerging Markets ETF worth $450K as of Q3 2026.
  • Cornerstone Wealth Advisors sold 30 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $1.98K.
  • iShares MSCI Emerging Markets ETF made up 0.09% of Cornerstone Wealth Advisors's portfolio in Q3 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 23 quarters since.
  • Cornerstone Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $593K in Q2 2021.
  • 527 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.