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New Wave Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

New Wave Wealth 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 		$1.06M Buy
+15,452
New +$1.01M 0.29% 78
2025
Q1 		– Sell
-360
Closed -$15.1K – 285
2024
Q4 		$15.1K Buy
+360
New +$16K 0.01% 297

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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

New Wave Wealth Advisors's EEM Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 15,452 shares worth $1.06M. The stake represents 0.29% of the portfolio and ranks #78 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in EEM as recently as Q4 2024.

New Wave Wealth Advisors first reported a position in EEM in Q4 2024 and has held it in 2 quarters since. 508 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • New Wave Wealth Advisors held 15,452 shares of iShares MSCI Emerging Markets ETF worth $1.06M as of Q2 2026.
  • iShares MSCI Emerging Markets ETF was a new New Wave Wealth Advisors position in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.29% of New Wave Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • New Wave Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 2 quarters since.
  • 508 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.