Private Wealth Advisors (California)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Private Wealth Advisors (California)’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	$580K	Buy	8,475 +54	+0.6%	+$3.53K	0.15%	69
2026 Q1	$478K	Hold	8,421	–	–	0.13%	80
2025 Q4	$461K	Sell	8,421 -870	-9%	-$47.3K	0.15%	75
2025 Q3	$496K	Hold	9,291	–	–	0.17%	70
2025 Q2	$448K	Buy	9,291 +68	+0.7%	+$3.06K	0.16%	67
2025 Q1	$403K	Sell	9,223 -361	-4%	-$15.7K	0.15%	71
2024 Q4	$401K	Sell	9,584 -710	-7%	-$31.5K	0.16%	70
2024 Q3	$475K	Sell	10,294 -29	-0.3%	-$1.25K	0.18%	61
2024 Q2	$441K	Sell	10,323 -2,393	-19%	-$100K	0.17%	62
2024 Q1	$522K	Sell	12,716 -128	-1%	-$5.09K	0.21%	59
2023 Q4	$516K	Sell	12,844 -468	-4%	-$18.1K	0.2%	52
2023 Q3	$505K	Sell	13,312 -61	-0.5%	-$2.42K	0.21%	56
2023 Q2	$529K	Sell	13,373 -213	-2%	-$8.38K	0.22%	53
2023 Q1	$536K	Sell	13,586 -7,520	-36%	-$299K	0.23%	54
2022 Q4	$800K	Buy	+21,106	New	+$779K	0.27%	57
2021 Q4	–	Sell	-27,396	Closed	-$1.33M	–	104
2021 Q3	$1.33M	Sell	27,396 -28	-0.1%	-$1.46K	0.32%	55
2021 Q2	$1.51M	Buy	27,424 +2,382	+10%	+$129K	0.46%	44
2021 Q1	$1.34M	Buy	25,042 +5,945	+31%	+$326K	0.45%	38
2020 Q4	$1.04M	Buy	+19,097	New	+$918K	0.36%	43

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Wealth Advisors (California)'s EEM Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.64% in Q2 2026, buying an estimated $3.53K and bringing the position to 8,475 shares worth $580K. The position accounts for 0.15% of the portfolio, ranked #69.

Private Wealth Advisors (California) first reported a position in EEM in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.51M in Q2 2021. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Private Wealth Advisors (California) held 8,475 shares of iShares MSCI Emerging Markets ETF worth $580K as of Q2 2026.
Private Wealth Advisors (California) bought 54 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.53K.
iShares MSCI Emerging Markets ETF made up 0.15% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #69 holding.
Private Wealth Advisors (California) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 19 quarters since.
Private Wealth Advisors (California)'s iShares MSCI Emerging Markets ETF position peaked at $1.51M in Q2 2021.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.