U.S. Capital Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

U.S. Capital 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 Q1	$2.18M	Buy	38,453 +3,146	+9%	+$185K	0.05%	333
2025 Q4	$1.93M	Sell	35,307 -5,193	-13%	-$282K	0.05%	344
2025 Q3	$2.16M	Buy	40,500 +1,062	+3%	+$53.3K	0.06%	311
2025 Q2	$1.9M	Sell	39,438 -4,111	-9%	-$185K	0.06%	308
2025 Q1	$1.9M	Buy	43,549 +1,794	+4%	+$77.9K	0.06%	298
2024 Q4	$1.75M	Buy	41,755 +6,028	+17%	+$267K	0.05%	329
2024 Q3	$1.64M	Buy	35,727 +1,749	+5%	+$75.4K	0.06%	272
2024 Q2	$1.45M	Sell	33,978 -3,973	-10%	-$167K	0.05%	294
2024 Q1	$1.56M	Sell	37,951 -2,553	-6%	-$102K	0.06%	270
2023 Q4	$1.63M	Sell	40,504 -141	-0.3%	-$5.44K	0.06%	262
2023 Q3	$1.54M	Sell	40,645 -4,451	-10%	-$176K	0.07%	247
2023 Q2	$1.78M	Sell	45,096 -25,270	-36%	-$994K	0.08%	231
2023 Q1	$2.78M	Buy	70,366 +17,165	+32%	+$683K	0.13%	154
2022 Q4	$2.02M	Buy	53,201 +10,167	+24%	+$375K	0.09%	203
2022 Q3	$1.5M	Sell	43,034 -562	-1%	-$21.9K	0.08%	247
2022 Q2	$1.75M	Sell	43,596 -140	-0.3%	-$5.87K	0.08%	238
2022 Q1	$1.98M	Sell	43,736 -453	-1%	-$21.4K	0.07%	253
2021 Q4	$2.16M	Sell	44,189 -1,976	-4%	-$99.4K	0.09%	238
2021 Q3	$2.33M	Buy	+46,165	New	+$2.4M	0.1%	222

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

U.S. Capital Wealth Advisors's EEM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 8.9% in Q1 2026, buying an estimated $185K and bringing the position to 38,453 shares worth $2.18M. The position accounts for 0.05% of the portfolio, ranked #333.

U.S. Capital Wealth Advisors first reported a position in EEM in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.78M in Q1 2023. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

U.S. Capital Wealth Advisors held 38,453 shares of iShares MSCI Emerging Markets ETF worth $2.18M as of Q1 2026.
U.S. Capital Wealth Advisors bought 3,146 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $185K.
iShares MSCI Emerging Markets ETF made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #333 holding.
U.S. Capital Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.78M in Q1 2023.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.