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

Physician 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	$102K	Buy	1,494 +30	+2%	+$1.96K	0.01%	308
2026 Q1	$83.1K	Hold	1,464	–	–	0.01%	310
2025 Q4	$80.1K	Sell	1,464 -1,117	-43%	-$60.7K	0.01%	306
2025 Q3	$138K	Sell	2,581 -1,327	-34%	-$66.6K	0.02%	240
2025 Q2	$189K	Buy	3,908 +321	+9%	+$14.4K	0.03%	196
2025 Q1	$157K	Sell	3,587 -2,359	-40%	-$102K	0.03%	206
2024 Q4	$249K	Buy	5,946 +12	+0.2%	+$532	0.04%	156
2024 Q3	$268K	Sell	5,934 -325	-5%	-$14K	0.05%	149
2024 Q2	$277K	Sell	6,259 -1,680	-21%	-$70.5K	0.05%	134
2024 Q1	$315K	Sell	7,939 -1,616	-17%	-$64.3K	0.07%	124
2023 Q4	$364K	Buy	9,555 +16	+0.2%	+$618	0.08%	106
2023 Q3	$359K	Hold	9,539	–	–	0.09%	95
2023 Q2	$382K	Buy	9,539 +74	+0.8%	+$2.91K	0.09%	92
2023 Q1	$373K	Hold	9,465	–	–	0.1%	94
2022 Q4	$398K	Sell	9,465 -2,883	-23%	-$106K	0.11%	89
2022 Q3	$452K	Buy	12,348 +71	+0.6%	+$2.77K	0.14%	76
2022 Q2	$486K	Buy	12,277 +355	+3%	+$14.9K	0.14%	79
2022 Q1	$514K	Buy	11,922 +278	+2%	+$13.1K	0.14%	84
2021 Q4	$569K	Buy	11,644 +56	+0.5%	+$2.82K	0.15%	82
2021 Q3	$602K	Sell	11,588 -79	-0.7%	-$4.11K	0.17%	78
2021 Q2	$622K	Buy	11,667 +33	+0.3%	+$1.79K	0.18%	73
2021 Q1	$629K	Hold	11,634	–	–	0.2%	66
2020 Q4	$665K	Sell	11,634 -983	-8%	-$47.3K	0.23%	66
2020 Q3	$571K	Sell	12,617 -113	-0.9%	-$4.96K	0.23%	59
2020 Q2	$560K	Sell	12,730 -64	-0.5%	-$2.4K	0.23%	60
2020 Q1	$457K	Sell	12,794 -2,461	-16%	-$101K	0.23%	61
2019 Q4	$706K	Sell	15,255 -1,507	-9%	-$64.7K	0.31%	42
2019 Q3	$726K	Buy	+16,762	New	+$692K	0.35%	42

Other funds holding EEM

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

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

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 2% in Q2 2026, buying an estimated $1.96K and bringing the position to 1,494 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #308.

Physician Wealth Advisors first reported a position in EEM in Q3 2019 and has held it in 28 quarters since. The position peaked at $726K in Q3 2019. 335 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Physician Wealth Advisors held 1,494 shares of iShares MSCI Emerging Markets ETF worth $102K as of Q2 2026.
Physician Wealth Advisors bought 30 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.96K.
iShares MSCI Emerging Markets ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #308 holding.
Physician Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2019 and has held it in 28 quarters since.
Physician Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $726K in Q3 2019.
335 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.