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Wealthcare Advisory Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Wealthcare Advisory Partners’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 		$1.41M Sell
20,554
-39,377
-66% -$2.57M 0.03% 432
2026
Q1 		$3.4M Sell
59,931
-1,541
-3% -$90.6K 0.07% 254
2025
Q4 		$3.36M Buy
61,472
+23,023
+60% +$1.25M 0.07% 246
2025
Q3 		$2.05M Buy
38,449
+5,902
+18% +$296K 0.04% 338
2025
Q2 		$1.57M Sell
32,547
-237
-0.7% -$10.7K 0.04% 380
2025
Q1 		$1.43M Buy
32,784
+116
+0.4% +$5.04K 0.04% 366
2024
Q4 		$1.37M Sell
32,668
-5,697
-15% -$252K 0.04% 350
2024
Q3 		$1.76M Sell
38,365
-738
-2% -$31.8K 0.05% 294
2024
Q2 		$1.67M Buy
39,103
+396
+1% +$16.6K 0.05% 269
2024
Q1 		$1.59M Buy
38,707
+5,900
+18% +$235K 0.05% 272
2023
Q4 		$1.32M Sell
32,807
-1,002
-3% -$38.7K 0.05% 261
2023
Q3 		$1.28M Buy
33,809
+1,407
+4% +$55.7K 0.06% 238
2023
Q2 		$1.28M Buy
32,402
+299
+0.9% +$11.8K 0.06% 246
2023
Q1 		$1.27M Buy
32,103
+320
+1% +$12.7K 0.05% 254
2022
Q4 		$1.2M Sell
31,783
-21,148
-40% -$780K 0.06% 243
2022
Q3 		$1.85M Buy
52,931
+32,338
+157% +$1.26M 0.11% 146
2022
Q2 		$826K Sell
20,593
-1,485
-7% -$62.3K 0.05% 234
2022
Q1 		$997K Sell
22,078
-1,873
-8% -$88.4K 0.06% 194
2021
Q4 		$1.17M Buy
23,951
+214
+0.9% +$10.8K 0.07% 177
2021
Q3 		$1.2M Sell
23,737
-3,003
-11% -$156K 0.08% 162
2021
Q2 		$1.48M Buy
26,740
+7,074
+36% +$384K 0.1% 137
2021
Q1 		$1.05M Sell
19,666
-118
-0.6% -$6.46K 0.08% 171
2020
Q4 		$1.02M Sell
19,784
-6,372
-24% -$306K 0.09% 145
2020
Q3 		$1.15M Buy
26,156
+19,885
+317% +$872K 0.13% 107
2020
Q2 		$251K Sell
6,271
-1,382
-18% -$51.7K 0.03% 267
2020
Q1 		$261K Sell
7,653
-14,448
-65% -$593K 0.04% 233
2019
Q4 		$992K Sell
22,101
-3,103
-12% -$133K 0.13% 107
2019
Q3 		$1.03M Sell
25,204
-1,422
-5% -$58.7K 0.15% 81
2019
Q2 		$1.14M Sell
26,626
-2,767
-9% -$117K 0.18% 71
2019
Q1 		$1.26M Sell
29,393
-3,270
-10% -$138K 0.22% 64
2018
Q4 		$1.28M Buy
32,663
+24,817
+316% +$994K 0.25% 58
2018
Q3 		$337K Sell
7,846
-240
-3% -$10.4K 0.06% 162
2018
Q2 		$350K Buy
8,086
+303
+4% +$14K 0.07% 153
2018
Q1 		$376K Sell
7,783
-1,494
-16% -$73.3K 0.09% 128
2017
Q4 		$437K Sell
9,277
-477
-5% -$22.1K 0.11% 104
2017
Q3 		$437K Buy
+9,754
New +$429K 0.13% 89
2016
Q3 		– Sell
-64
Closed -$2K – 95
2016
Q2 		$2K Buy
+64
New +$2.15K ﹤0.01% 97

Other funds holding EEM

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

Wealthcare Advisory Partners's EEM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 66% in Q2 2026, selling an estimated $2.57M and leaving 20,554 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #432.

Wealthcare Advisory Partners first reported a position in EEM in Q2 2016 and has held it in 37 quarters since. The position peaked at $3.4M in Q1 2026. 370 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Wealthcare Advisory Partners held 20,554 shares of iShares MSCI Emerging Markets ETF worth $1.41M as of Q2 2026.
  • Wealthcare Advisory Partners sold 39,377 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.57M.
  • iShares MSCI Emerging Markets ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #432 holding.
  • Wealthcare Advisory Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2016 and has held it in 37 quarters since.
  • Wealthcare Advisory Partners's iShares MSCI Emerging Markets ETF position peaked at $3.4M in Q1 2026.
  • 370 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.