Kagan Cocozza Asset Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Kagan Cocozza Asset Management’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 Q1	$593K	Buy	10,445 +191	+2%	+$11.2K	0.42%	42
2025 Q4	$561K	Sell	10,254 -332	-3%	-$18.1K	0.4%	42
2025 Q3	$565K	Buy	10,586 +132	+1%	+$6.63K	0.43%	42
2025 Q2	$504K	Sell	10,454 -312	-3%	-$14K	0.39%	44
2025 Q1	$470K	Sell	10,766 -19	-0.2%	-$825	0.38%	44
2024 Q4	$451K	Buy	+10,785	New	+$478K	0.37%	44

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Kagan Cocozza Asset Management's EEM Position: Q1 2026 in Review

Kagan Cocozza Asset Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.9% in Q1 2026, buying an estimated $11.2K and bringing the position to 10,445 shares worth $593K. The position accounts for 0.42% of the portfolio, ranked #42.

Kagan Cocozza Asset Management first reported a position in EEM in Q4 2024 and has held it in 6 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Kagan Cocozza Asset Management held 10,445 shares of iShares MSCI Emerging Markets ETF worth $593K as of Q1 2026.
Kagan Cocozza Asset Management bought 191 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $11.2K.
iShares MSCI Emerging Markets ETF made up 0.42% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #42 holding.
Kagan Cocozza Asset Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.