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Fortis Advisors’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Fortis Advisors’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.27M Buy
23,718
+6,298
+36% +$631K 1.14% 25
2025
Q4 		$1.64M Buy
17,420
+56
+0.3% +$5.24K 0.89% 31
2025
Q3 		$1.59M Buy
+17,364
New +$1.5M 0.9% 29

Other funds holding EEMA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fortis Advisors's EEMA Position: Q1 2026 in Review

Fortis Advisors increased its iShares MSCI Emerging Markets Asia ETF (EEMA) stake by 36% in Q1 2026, buying an estimated $631K and bringing the position to 23,718 shares worth $2.27M. The position accounts for 1.14% of the portfolio, ranked #25.

Fortis Advisors first reported a position in EEMA in Q3 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold EEMA as of Q1 2026.

  • Fortis Advisors held 23,718 shares of iShares MSCI Emerging Markets Asia ETF worth $2.27M as of Q1 2026.
  • Fortis Advisors bought 6,298 iShares MSCI Emerging Markets Asia ETF shares in Q1 2026, an estimated $631K.
  • iShares MSCI Emerging Markets Asia ETF made up 1.14% of Fortis Advisors's portfolio in Q1 2026, its #25 holding.
  • Fortis Advisors first reported a position in iShares MSCI Emerging Markets Asia ETF in Q3 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.