Kovack Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Kovack Advisors’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	$3.3M	Buy	59,138 +52,087	+739%	+$3.06M	0.18%	115
2025 Q4	$386K	Buy	7,051 +2,200	+45%	+$120K	0.02%	680
2025 Q3	$259K	Hold	4,851	–	–	0.02%	508
2025 Q2	$234K	Buy	+4,851	New	+$218K	0.02%	522
2022 Q1	–	Sell	-4,226	Closed	-$206K	–	754
2021 Q4	$206K	Sell	4,226 -1,048	-20%	-$52.7K	0.02%	658
2021 Q3	$266K	Sell	5,274 -58	-1%	-$3.02K	0.03%	569
2021 Q2	$294K	Buy	+5,332	New	+$290K	0.03%	525
2020 Q1	–	Sell	-7,072	Closed	-$317K	–	490
2019 Q4	$317K	Buy	7,072 +127	+2%	+$5.45K	0.06%	345
2019 Q3	$284K	Buy	6,945 +60	+0.9%	+$2.48K	0.06%	347
2019 Q2	$295K	Buy	6,885 +8	+0.1%	+$340	0.07%	312
2019 Q1	$295K	Sell	6,877 -60	-0.9%	-$2.52K	0.07%	294
2018 Q4	$271K	Buy	6,937 +972	+16%	+$38.9K	0.08%	282
2018 Q3	$256K	Buy	+5,965	New	+$257K	0.07%	331
2018 Q2	–	Sell	-8,224	Closed	-$397K	–	450
2018 Q1	$397K	Sell	8,224 -1,082	-12%	-$53.1K	0.1%	234
2017 Q4	$439K	Buy	+9,306	New	+$431K	0.11%	218

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

Kovack Advisors's EEM Position: Q1 2026 in Review

Kovack Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 739% in Q1 2026, buying an estimated $3.06M and bringing the position to 59,138 shares worth $3.3M. The position accounts for 0.18% of the portfolio, ranked #115.

Kovack Advisors first reported a position in EEM in Q4 2017 and has held it in 15 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Kovack Advisors held 59,138 shares of iShares MSCI Emerging Markets ETF worth $3.3M as of Q1 2026.
Kovack Advisors bought 52,087 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $3.06M.
iShares MSCI Emerging Markets ETF made up 0.18% of Kovack Advisors's portfolio in Q1 2026, its #115 holding.
Kovack Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 15 quarters since.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

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