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

Cyndeo 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 		$1.78M Buy
25,994
+704
+3% +$46K 0.08% 202
2026
Q1 		$1.44M Sell
25,290
-210
-0.8% -$12.4K 0.08% 200
2025
Q4 		$1.4M Hold
25,500
– – 0.08% 202
2025
Q3 		$1.36M Buy
25,500
+173
+0.7% +$8.69K 0.08% 196
2025
Q2 		$1.22M Sell
25,327
-678
-3% -$30.5K 0.07% 203
2025
Q1 		$1.14M Sell
26,005
-2,100
-7% -$91.2K 0.07% 200
2024
Q4 		$1.18M Buy
28,105
+2,259
+9% +$100K 0.08% 202
2024
Q3 		$1.19M Sell
25,846
-734
-3% -$31.6K 0.08% 200
2024
Q2 		$1.13M Buy
26,580
+442
+2% +$18.5K 0.09% 196
2024
Q1 		$1.07M Sell
26,138
-21,303
-45% -$848K 0.09% 189
2023
Q4 		$1.91M Buy
47,441
+20,760
+78% +$802K 0.18% 147
2023
Q3 		$1.01M Buy
26,681
+436
+2% +$17.3K 0.11% 170
2023
Q2 		$1.04M Sell
26,245
-5,274
-17% -$207K 0.11% 165
2023
Q1 		$1.24M Buy
31,519
+32
+0.1% +$1.27K 0.13% 159
2022
Q4 		$1.19M Buy
+31,487
New +$1.16M 0.14% 156

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

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

Cyndeo Wealth Partners increased its iShares MSCI Emerging Markets ETF (EEM) stake by 2.8% in Q2 2026, buying an estimated $46K and bringing the position to 25,994 shares worth $1.78M. The position accounts for 0.08% of the portfolio, ranked #202.

Cyndeo Wealth Partners first reported a position in EEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.91M in Q4 2023. 369 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Cyndeo Wealth Partners held 25,994 shares of iShares MSCI Emerging Markets ETF worth $1.78M as of Q2 2026.
  • Cyndeo Wealth Partners bought 704 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $46K.
  • iShares MSCI Emerging Markets ETF made up 0.08% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #202 holding.
  • Cyndeo Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $1.91M in Q4 2023.
  • 369 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.