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 Q2	$208K	Buy	+3,041	New	+$199K	0.1%	68

Other funds holding EEM

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Oak Wealth Advisors's EEM Position: Q2 2026 in Review

Oak Wealth Advisors opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 3,041 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #68 among its holdings.

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

Oak Wealth Advisors held 3,041 shares of iShares MSCI Emerging Markets ETF worth $208K as of Q2 2026.
iShares MSCI Emerging Markets ETF was a new Oak Wealth Advisors position in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.1% of Oak Wealth Advisors's portfolio in Q2 2026, its #68 holding.
682 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.