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

Sax 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	$724K	Buy	12,749 +2,848	+29%	+$186K	0.03%	274
2026 Q1	$542K	Hold	9,901	–	–	0.03%	279
2025 Q4	$542K	Buy	9,901 +29	+0.3%	+$1.58K	0.03%	285
2025 Q3	$527K	Sell	9,872 -53	-0.5%	-$2.66K	0.03%	265
2025 Q2	$479K	Buy	9,925 +1,762	+22%	+$79.2K	0.03%	264
2025 Q1	$357K	Sell	8,163 -917	-10%	-$39.8K	0.03%	268
2024 Q4	$380K	Buy	9,080 +276	+3%	+$12.2K	0.03%	232
2024 Q3	$404K	Sell	8,804 -450	-5%	-$19.4K	0.04%	181
2024 Q2	$394K	Buy	9,254 +25	+0.3%	+$1.05K	0.04%	172
2024 Q1	$379K	Sell	9,229 -532	-5%	-$21.2K	0.04%	134
2023 Q4	$392K	Sell	9,761 -3,058	-24%	-$118K	0.06%	134
2023 Q3	$486K	Sell	12,819 -750	-6%	-$29.7K	0.1%	112
2023 Q2	$537K	Sell	13,569 -409	-3%	-$16.1K	0.11%	106
2023 Q1	$552K	Sell	13,978 -390	-3%	-$15.5K	0.12%	101
2022 Q4	$545K	Sell	14,368 -464	-3%	-$17.1K	0.13%	97
2022 Q3	$517K	Buy	14,832 +448	+3%	+$17.5K	0.13%	92
2022 Q2	$577K	Buy	14,384 +1,257	+10%	+$52.7K	0.15%	91
2022 Q1	$593K	Sell	13,127 -33,838	-72%	-$1.6M	0.14%	95
2021 Q4	$2.29M	Sell	46,965 -2,158	-4%	-$109K	0.48%	40
2021 Q3	$2.48M	Sell	49,123 -713	-1%	-$37.1K	0.59%	34
2021 Q2	$2.75M	Sell	49,836 -516	-1%	-$28K	0.94%	30
2021 Q1	$2.69M	Buy	50,352 +2,502	+5%	+$137K	0.98%	29
2020 Q4	$2.47M	Buy	+47,850	New	+$2.3M	1.14%	26

Other funds holding EEM

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

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

Sax Wealth Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 29% in Q2 2026, buying an estimated $186K and bringing the position to 12,749 shares worth $724K. The position accounts for 0.03% of the portfolio, ranked #274.

Sax Wealth Advisors first reported a position in EEM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.75M in Q2 2021. 372 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Sax Wealth Advisors held 12,749 shares of iShares MSCI Emerging Markets ETF worth $724K as of Q2 2026.
Sax Wealth Advisors bought 2,848 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $186K.
iShares MSCI Emerging Markets ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #274 holding.
Sax Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.75M in Q2 2021.
372 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.