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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 1,650 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.
1,650 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.