Wingate Wealth 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
$222K Buy
+3,243
New +$212K 0.1% 121
2025
Q1
– Sell
-457
Closed -$19.1K – 190
2024
Q4
$19.1K Buy
+457
New +$20.2K 0.02% 291

Other funds holding EEM

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

Wingate Wealth Advisors opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 3,243 shares worth $222K. The stake represents 0.1% of the portfolio and ranks #121 among its holdings. This is a return to the name: Wingate Wealth Advisors previously reported a position in EEM as recently as Q4 2024.

Wingate Wealth Advisors first reported a position in EEM in Q4 2024 and has held it in 2 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Wingate Wealth Advisors held 3,243 shares of iShares MSCI Emerging Markets ETF worth $222K as of Q2 2026.
  • iShares MSCI Emerging Markets ETF was a new Wingate Wealth Advisors position in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.1% of Wingate Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Wingate Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.