Pettinga Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Pettinga Financial 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	$336K	Sell	4,913 -1,240	-20%	-$81K	0.05%	114
2026 Q1	$349K	Sell	6,153 -1,025	-14%	-$60.3K	0.07%	109
2025 Q4	$393K	Buy	7,178 +2,850	+66%	+$155K	0.07%	103
2025 Q3	$231K	Sell	4,328 -160	-4%	-$8.04K	0.05%	125
2025 Q2	$217K	Sell	4,488 -700	-13%	-$31.5K	0.05%	123
2025 Q1	$227K	Buy	+5,188	New	+$225K	0.05%	117
2021 Q4	–	Sell	-13,537	Closed	-$682K	–	113
2021 Q3	$682K	Buy	13,537 +394	+3%	+$20.5K	0.17%	62
2021 Q2	$725K	Buy	13,143 +4,650	+55%	+$253K	0.19%	58
2021 Q1	$453K	Buy	+8,493	New	+$465K	0.13%	67
2020 Q1	–	Sell	-6,525	Closed	-$293K	–	75
2019 Q4	$293K	Sell	6,525 -1,500	-19%	-$64.4K	0.16%	68
2019 Q3	$328K	Sell	8,025 -100	-1%	-$4.13K	0.18%	68
2019 Q2	$349K	Buy	8,125 +2,000	+33%	+$84.9K	0.18%	68
2019 Q1	$263K	Sell	6,125 -2,500	-29%	-$105K	0.14%	76
2018 Q4	$337K	Buy	+8,625	New	+$345K	0.22%	63

Other funds holding EEM

HWG Holdings Houston, Texas $440M AUM 52.68% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return