Powell Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$636K Buy
9,294
+41
+0.4% +$2.68K 0.2% 67
2026
Q1
$525K Sell
9,253
-878
-9% -$51.6K 0.18% 77
2025
Q4
$554K Buy
10,131
+114
+1% +$6.2K 0.19% 78
2025
Q3
$535K Buy
10,017
+151
+2% +$7.58K 0.19% 76
2025
Q2
$476K Buy
9,866
+76
+0.8% +$3.42K 0.18% 78
2025
Q1
$428K Sell
9,790
-345
-3% -$15K 0.21% 67
2024
Q4
$424K Buy
10,135
+133
+1% +$5.89K 0.2% 76
2024
Q3
$459K Sell
10,002
-1,000
-9% -$43.1K 0.21% 68
2024
Q2
$469K Buy
11,002
+59
+0.5% +$2.48K 0.24% 65
2024
Q1
$450K Hold
10,943
0.24% 68
2023
Q4
$440K Buy
10,943
+157
+1% +$6.06K 0.24% 66
2023
Q3
$409K Hold
10,786
0.25% 68
2023
Q2
$427K Buy
10,786
+65
+0.6% +$2.56K 0.25% 69
2023
Q1
$423K Hold
10,721
0.24% 71
2022
Q4
$406K Buy
10,721
+6,403
+148% +$236K 0.24% 70
2022
Q3
$151K Buy
4,318
+1,253
+41% +$48.9K 0.1% 105
2022
Q2
$123K Buy
3,065
+7
+0.2% +$294 0.07% 117
2022
Q1
$138K Buy
3,058
+1
+0% +$47 0.08% 110
2021
Q4
$149K Buy
3,057
+1,873
+158% +$94.2K 0.08% 111
2021
Q3
$60K Sell
1,184
-1,200
-50% -$62.5K 0.04% 117
2021
Q2
$131K Sell
2,384
-659
-22% -$35.8K 0.08% 106
2021
Q1
$162K Buy
3,043
+235
+8% +$12.9K 0.11% 101
2020
Q4
$145K Hold
2,808
0.11% 92
2020
Q3
$124K Hold
2,808
0.11% 96
2020
Q2
$112K Hold
2,808
0.11% 99
2020
Q1
$96K Hold
2,808
0.12% 98
2019
Q4
$126K Buy
+2,808
New +$121K 0.13% 108

Other funds holding EEM

Powell Investment Advisors's EEM Position: Q2 2026 in Review

Powell Investment Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.44% in Q2 2026, buying an estimated $2.68K and bringing the position to 9,294 shares worth $636K. The position accounts for 0.2% of the portfolio, ranked #67.

Powell Investment Advisors first reported a position in EEM in Q4 2019 and has held it in 27 quarters since. 992 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Powell Investment Advisors held 9,294 shares of iShares MSCI Emerging Markets ETF worth $636K as of Q2 2026.
  • Powell Investment Advisors bought 41 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.68K.
  • iShares MSCI Emerging Markets ETF made up 0.2% of Powell Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • Powell Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • 992 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.