LA
EEM icon

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

LWM 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
Q2 		$6.88M Sell
100,573
-3,297
-3% -$215K 5.13% 7
2026
Q1 		$5.9M Sell
103,870
-2,450
-2% -$144K 5.12% 7
2025
Q4 		$5.82M Sell
106,320
-1,196
-1% -$65K 5.12% 7
2025
Q3 		$5.74M Sell
107,516
-594
-0.5% -$29.8K 5.16% 7
2025
Q2 		$5.22M Buy
108,110
+11
+0% +$495 5.02% 7
2025
Q1 		$4.85M Buy
108,099
+1,274
+1% +$55.3K 4.99% 7
2024
Q4 		$4.47M Buy
+106,825
New +$4.73M 4.48% 7

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
BWCS
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

LWM Advisors's EEM Position: Q2 2026 in Review

LWM Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 3.2% in Q2 2026, selling an estimated $215K and leaving 100,573 shares worth $6.88M. The position accounts for 5.13% of the portfolio, ranked #7.

LWM Advisors first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • LWM Advisors held 100,573 shares of iShares MSCI Emerging Markets ETF worth $6.88M as of Q2 2026.
  • LWM Advisors sold 3,297 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $215K.
  • iShares MSCI Emerging Markets ETF made up 5.13% of LWM Advisors's portfolio in Q2 2026, its #7 holding.
  • LWM Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.