CX Institutional’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

CX Institutional’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	$281K	Hold	4,213	–	–	0.01%	643
2026 Q2	$288K	Sell	4,213 -232	-5%	-$15.2K	0.01%	644
2026 Q1	$252K	Buy	4,445 +252	+6%	+$14.8K	0.01%	658
2025 Q4	$229K	Sell	4,193 -65	-2%	-$3.54K	0.01%	665
2025 Q3	$227K	Buy	4,258 +125	+3%	+$6.28K	0.01%	652
2025 Q2	$199K	Buy	4,133 +62	+2%	+$2.79K	0.01%	624
2025 Q1	$178K	Buy	+4,071	New	+$177K	0.01%	629
2022 Q4	–	Sell	-29,383	Closed	-$1.02M	–	516
2022 Q3	$1.02M	Sell	29,383 -95,201	-76%	-$3.72M	0.07%	252
2022 Q2	$5M	Buy	+124,584	New	+$5.23M	0.38%	63
2019 Q3	–	Sell	-1,142	Closed	-$49K	–	827
2019 Q2	$49K	Hold	1,142	–	–	0.01%	322
2019 Q1	$49K	Sell	1,142 -226	-17%	-$9.5K	0.01%	326
2018 Q4	$53K	Buy	+1,368	New	+$54.8K	0.01%	250

Other funds holding EEM

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 Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

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

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

CX Institutional's EEM Position: Q3 2026 in Review

CX Institutional held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 4,213 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #643.

CX Institutional first reported a position in EEM in Q4 2018 and has held it in 12 quarters since. The position peaked at $5M in Q2 2022. 480 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

CX Institutional held 4,213 shares of iShares MSCI Emerging Markets ETF worth $281K as of Q3 2026.
CX Institutional left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #643 holding.
CX Institutional first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 12 quarters since.
CX Institutional's iShares MSCI Emerging Markets ETF position peaked at $5M in Q2 2022.
480 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.