Wealthedge Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.37M Sell
49,229
-12,728
-21% -$831K 1.15% 26
2026
Q1
$3.52M Sell
61,957
-17,363
-22% -$1.02M 1.29% 25
2025
Q4
$4.34M Buy
79,320
+828
+1% +$45K 1.61% 18
2025
Q3
$4.19M Buy
78,492
+53,551
+215% +$2.69M 1.59% 19
2025
Q2
$1.2M Sell
24,941
-8,782
-26% -$395K 0.5% 60
2025
Q1
$1.47M Sell
33,723
-78,700
-70% -$3.42M 0.66% 45
2024
Q4
$4.7M Buy
+112,423
New +$4.98M 2.12% 11

Other funds holding EEM

Wealthedge Investment Advisors's EEM Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 21% in Q2 2026, selling an estimated $831K and leaving 49,229 shares worth $3.37M. The position accounts for 1.15% of the portfolio, ranked #26.

Wealthedge Investment Advisors first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.7M in Q4 2024. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Wealthedge Investment Advisors held 49,229 shares of iShares MSCI Emerging Markets ETF worth $3.37M as of Q2 2026.
  • Wealthedge Investment Advisors sold 12,728 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $831K.
  • iShares MSCI Emerging Markets ETF made up 1.15% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Wealthedge Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $4.7M in Q4 2024.
  • 1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

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