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

SOA 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	$385K	Sell	5,632 -257	-4%	-$16.8K	0.06%	146
2026 Q1	$334K	Hold	5,889	–	–	0.06%	151
2025 Q4	$322K	Sell	5,889 -150	-2%	-$8.16K	0.05%	161
2025 Q3	$322K	Sell	6,039 -1,138	-16%	-$57.1K	0.06%	156
2025 Q2	$346K	Sell	7,177 -3,300	-31%	-$148K	0.07%	148
2025 Q1	$458K	Sell	10,477 -16	-0.2%	-$695	0.1%	118
2024 Q4	$439K	Buy	10,493 +415	+4%	+$18.4K	0.08%	124
2024 Q3	$462K	Sell	10,078 -422	-4%	-$18.2K	0.09%	118
2024 Q2	$447K	Sell	10,500 -2,432	-19%	-$102K	0.09%	117
2024 Q1	$531K	Sell	12,932 -757	-6%	-$30.1K	0.11%	102
2023 Q4	$550K	Sell	13,689 -156	-1%	-$6.02K	0.12%	91
2023 Q3	$525K	Buy	13,845 +46	+0.3%	+$1.82K	0.13%	88
2023 Q2	$546K	Sell	13,799 -3,183	-19%	-$125K	0.13%	90
2023 Q1	$670K	Buy	16,982 +259	+2%	+$10.3K	0.17%	70
2022 Q4	$634K	Sell	16,723 -5,177	-24%	-$191K	0.17%	72
2022 Q3	$763K	Sell	21,900 -1,145	-5%	-$44.7K	0.23%	64
2022 Q2	$924K	Sell	23,045 -2,034	-8%	-$85.3K	0.27%	63
2022 Q1	$1.13M	Sell	25,079 -163	-0.6%	-$7.69K	0.28%	65
2021 Q4	$1.24M	Buy	25,242 +126	+0.5%	+$6.34K	0.3%	59
2021 Q3	$1.26M	Sell	25,116 -1,650	-6%	-$85.9K	0.32%	61
2021 Q2	$1.48M	Sell	26,766 -3,488	-12%	-$190K	0.38%	56
2021 Q1	$1.61M	Sell	30,254 -2,417	-7%	-$132K	0.45%	50
2020 Q4	$1.87M	Buy	+32,671	New	+$1.57M	0.51%	46

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

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

SOA Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 4.4% in Q2 2026, selling an estimated $16.8K and leaving 5,632 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #146.

SOA Wealth Advisors first reported a position in EEM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.87M in Q4 2020. 369 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

SOA Wealth Advisors held 5,632 shares of iShares MSCI Emerging Markets ETF worth $385K as of Q2 2026.
SOA Wealth Advisors sold 257 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $16.8K.
iShares MSCI Emerging Markets ETF made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #146 holding.
SOA Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.87M in Q4 2020.
369 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.