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

Peterson 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
Q1 		$394K Hold
6,935
– – 0.05% 74
2025
Q4 		$379K Buy
6,935
+94
+1% +$5.11K 0.05% 78
2025
Q3 		$370K Buy
6,841
+288
+4% +$14.5K 0.06% 79
2025
Q2 		$316K Buy
6,553
+63
+1% +$2.83K 0.05% 77
2025
Q1 		$254K Hold
6,490
– – 0.05% 78
2024
Q4 		$274K Buy
6,490
+110
+2% +$4.87K 0.05% 75
2024
Q3 		$293K Hold
6,380
– – 0.06% 68
2024
Q2 		$272K Hold
6,380
– – 0.06% 66
2024
Q1 		$262K Hold
6,380
– – 0.06% 63
2023
Q4 		$257K Sell
6,380
-10
-0.2% -$386 0.06% 60
2023
Q3 		$243K Hold
6,390
– – 0.07% 55
2023
Q2 		$256K Buy
6,390
+10
+0.2% +$393 0.07% 56
2023
Q1 		$252K Sell
6,380
-257
-4% -$10.2K 0.07% 55
2022
Q4 		$252K Sell
6,637
-213
-3% -$7.86K 0.08% 54
2022
Q3 		$239K Hold
6,850
– – 0.08% 50
2022
Q2 		$275K Hold
6,850
– – 0.09% 48
2022
Q1 		$309K Hold
6,850
– – 0.09% 50
2021
Q4 		$335K Hold
6,850
– – 0.1% 47
2021
Q3 		$345K Buy
6,850
+164
+2% +$8.54K 0.11% 44
2021
Q2 		$369K Hold
6,686
– – 0.13% 42
2021
Q1 		$357K Hold
6,686
– – 0.15% 40
2020
Q4 		$345K Hold
6,686
– – 0.15% 40
2020
Q3 		$295K Hold
6,686
– – 0.15% 41
2020
Q2 		$267K Sell
6,686
-10,382
-61% -$389K 0.14% 41
2020
Q1 		$583K Buy
+17,068
New +$700K 0.38% 25

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Peterson Wealth Advisors's EEM Position: Q1 2026 in Review

Peterson Wealth Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 6,935 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #74.

Peterson Wealth Advisors first reported a position in EEM in Q1 2020 and has held it in 25 quarters since. The position peaked at $583K in Q1 2020. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Peterson Wealth Advisors held 6,935 shares of iShares MSCI Emerging Markets ETF worth $394K as of Q1 2026.
  • Peterson Wealth Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
  • iShares MSCI Emerging Markets ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q1 2026, its #74 holding.
  • Peterson Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 25 quarters since.
  • Peterson Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $583K in Q1 2020.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.