Kingswood Wealth Advisors’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
$1.58M Buy
23,109
+1,626
+8% +$106K 0.06% 301
2026
Q1
$1.22M Buy
21,483
+5,931
+38% +$349K 0.06% 335
2025
Q4
$851K Buy
15,552
+2,515
+19% +$137K 0.04% 383
2025
Q3
$696K Buy
13,037
+50
+0.4% +$2.51K 0.04% 392
2025
Q2
$627K Sell
12,987
-226
-2% -$10.2K 0.05% 360
2025
Q1
$578K Sell
13,213
-2,072
-14% -$90K 0.05% 357
2024
Q4
$639K Buy
15,285
+3,473
+29% +$154K 0.05% 371
2024
Q3
$544K Buy
11,812
+100
+0.9% +$4.31K 0.04% 438
2024
Q2
$499K Buy
11,712
+885
+8% +$37.1K 0.04% 391
2024
Q1
$445K Sell
10,827
-1,290
-11% -$51.3K 0.05% 379
2023
Q4
$487K Buy
+12,117
New +$468K 0.06% 350

Other funds holding EEM

Kingswood Wealth Advisors's EEM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 7.6% in Q2 2026, buying an estimated $106K and bringing the position to 23,109 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #301.

Kingswood Wealth Advisors first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Kingswood Wealth Advisors held 23,109 shares of iShares MSCI Emerging Markets ETF worth $1.58M as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,626 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $106K.
  • iShares MSCI Emerging Markets ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #301 holding.
  • Kingswood Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.