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 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%	-$9.51K	0.01%	326
2018 Q4	$53K	Buy	+1,368	New	+$54.8K	0.01%	250

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

CX Institutional's EEM Position: Q2 2026 in Review

CX Institutional reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 5.2% in Q2 2026, selling an estimated $15.2K and leaving 4,213 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #644.

CX Institutional first reported a position in EEM in Q4 2018 and has held it in 11 quarters since. The position peaked at $5M in Q2 2022. 403 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

CX Institutional held 4,213 shares of iShares MSCI Emerging Markets ETF worth $288K as of Q2 2026.
CX Institutional sold 232 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $15.2K.
iShares MSCI Emerging Markets ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #644 holding.
CX Institutional first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 11 quarters since.
CX Institutional's iShares MSCI Emerging Markets ETF position peaked at $5M in Q2 2022.
403 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.