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

KWB Wealth’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 Q2	$214K	Buy	+3,129	New	+$204K	0.02%	165

Other funds holding EEM

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

KWB Wealth's EEM Position: Q2 2026 in Review

KWB Wealth opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 3,129 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #165 among its holdings.

291 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

KWB Wealth held 3,129 shares of iShares MSCI Emerging Markets ETF worth $214K as of Q2 2026.
iShares MSCI Emerging Markets ETF was a new KWB Wealth position in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.02% of KWB Wealth's portfolio in Q2 2026, its #165 holding.
291 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.