Oak Wealth Advisors
EEM icon

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

Oak 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
Q3 		$203K Hold
3,041
– – 0.09% 74
2026
Q2 		$208K Buy
+3,041
New +$199K 0.1% 68

Other funds holding EEM

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Oak Wealth Advisors's EEM Position: Q3 2026 in Review

Oak Wealth Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 3,041 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #74.

Oak Wealth Advisors first reported a position in EEM in Q2 2026 and has held it in 2 quarters since. The position peaked at $208K in Q2 2026. 1,446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Oak Wealth Advisors held 3,041 shares of iShares MSCI Emerging Markets ETF worth $203K as of Q3 2026.
  • Oak Wealth Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
  • iShares MSCI Emerging Markets ETF made up 0.09% of Oak Wealth Advisors's portfolio in Q3 2026, its #74 holding.
  • Oak Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2026 and has held it in 2 quarters since.
  • Oak Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $208K in Q2 2026.
  • 1,446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.