PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29.9K Buy
436
+2
+0.5% +$131 0.01% 376
2026
Q1
$24.7K Hold
434
0.01% 357
2025
Q4
$23.8K Buy
434
+6
+1% +$326 0.01% 365
2025
Q3
$22.9K Hold
428
0.01% 353
2025
Q2
$20.7K Buy
428
+270
+171% +$12.1K 0.01% 323
2025
Q1
$6.91K Buy
+158
New +$6.86K ﹤0.01% 380
2024
Q3
Sell
-297
Closed -$12.6K 391
2024
Q2
$12.6K Hold
297
0.01% 271
2024
Q1
$12.2K Buy
+297
New +$11.8K 0.01% 270

Other funds holding EEM

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EEM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.46% in Q2 2026, buying an estimated $131 and bringing the position to 436 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #376.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EEM in Q1 2024 and has held it in 8 quarters since. 1,064 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 436 shares of iShares MSCI Emerging Markets ETF worth $29.9K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 2 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $131.
  • iShares MSCI Emerging Markets ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #376 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares MSCI Emerging Markets ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,064 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.