Gutierrez Wealth Advisory
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Gutierrez Wealth Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Gutierrez Wealth Advisory’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 		– Sell
-2,956
Closed -$202K – 82
2026
Q2 		$202K Buy
+2,956
New +$193K 0.12% 70
2025
Q4 		– Sell
-4,104
Closed -$219K – 63
2025
Q3 		$219K Buy
+4,104
New +$206K 0.14% 59

Other funds holding EEM

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return

Gutierrez Wealth Advisory's EEM Position: Q3 2026 in Review

Gutierrez Wealth Advisory sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2026, closing a stake of 2,956 shares — an estimated $202K sold.

Gutierrez Wealth Advisory first reported a position in EEM in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q3 2025. 1,000 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Gutierrez Wealth Advisory reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2026 after selling out during the quarter.
  • Gutierrez Wealth Advisory sold 2,956 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $202K.
  • Gutierrez Wealth Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q3 2025 and held it in 2 quarters.
  • Gutierrez Wealth Advisory's iShares MSCI Emerging Markets ETF position peaked at $219K in Q3 2025.
  • 1,000 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q3 2026, filed 2 Nov 2026.