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AE Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

AE Wealth Management’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 		$3.22M Buy
56,761
+6,532
+13% +$384K 0.02% 511
2025
Q4 		$2.75M Buy
50,229
+2,356
+5% +$128K 0.02% 518
2025
Q3 		$2.56M Sell
47,873
-22,848
-32% -$1.15M 0.02% 504
2025
Q2 		$3.41M Buy
70,721
+70,405
+22,280% +$3.17M 0.02% 423
2025
Q1 		$13.8K Sell
316
-512
-62% -$22.2K ﹤0.01% 1807
2024
Q4 		$34.6K Sell
828
-4,184
-83% -$185K ﹤0.01% 1625
2024
Q3 		$230K Buy
+5,012
New +$216K ﹤0.01% 1125
2024
Q1 		– Sell
-295,543
Closed -$11.5M – 1372
2023
Q4 		$11.5M Sell
295,543
-34,649
-10% -$1.34M 0.06% 366
2023
Q3 		$12.5M Buy
330,192
+32,765
+11% +$1.3M 0.07% 322
2023
Q2 		$11.8M Buy
297,427
+39,643
+15% +$1.56M 0.07% 340
2023
Q1 		$10.2M Buy
257,784
+219,508
+573% +$8.73M 0.07% 335
2022
Q4 		$1.45M Buy
38,276
+5,505
+17% +$203K 0.01% 855
2022
Q3 		$1.14M Sell
32,771
-4,575
-12% -$179K 0.01% 894
2022
Q2 		$1.5M Buy
37,346
+1,657
+5% +$69.5K 0.01% 764
2022
Q1 		$1.61M Sell
35,689
-1,712
-5% -$80.8K 0.01% 759
2021
Q4 		$1.83M Buy
37,401
+7,680
+26% +$386K 0.01% 728
2021
Q3 		$1.5M Sell
29,721
-32,015
-52% -$1.67M 0.01% 745
2021
Q2 		$3.4M Sell
61,736
-179,465
-74% -$9.75M 0.03% 474
2021
Q1 		$12.9M Buy
241,201
+174,361
+261% +$9.55M 0.13% 162
2020
Q4 		$3.45M Buy
66,840
+40,898
+158% +$1.97M 0.04% 349
2020
Q3 		$1.14M Buy
25,942
+5,660
+28% +$248K 0.02% 596
2020
Q2 		$811K Sell
20,282
-4,276
-17% -$160K 0.01% 693
2020
Q1 		$838K Sell
24,558
-42,968
-64% -$1.76M 0.02% 534
2019
Q4 		$3.03M Buy
67,526
+52,579
+352% +$2.26M 0.07% 262
2019
Q3 		$611K Sell
14,947
-11,518
-44% -$476K 0.02% 566
2019
Q2 		$1.14M Buy
26,465
+14,877
+128% +$632K 0.03% 369
2019
Q1 		$497K Sell
11,588
-3,847
-25% -$162K 0.03% 340
2018
Q4 		$603K Sell
15,435
-8,899
-37% -$356K 0.1% 216
2018
Q3 		$1.04M Buy
24,334
+6,990
+40% +$302K 0.06% 208
2018
Q2 		$752K Sell
17,344
-679
-4% -$31.4K 0.05% 206
2018
Q1 		$870K Buy
18,023
+5,170
+40% +$253K 0.07% 188
2017
Q4 		$606K Buy
12,853
+2,954
+30% +$137K 0.05% 220
2017
Q3 		$444K Sell
9,899
-1,037
-9% -$45.6K 0.04% 248
2017
Q2 		$453K Sell
10,936
-33,396
-75% -$1.36M 0.05% 242
2017
Q1 		$1.75M Buy
44,332
+12,915
+41% +$491K 0.32% 61
2016
Q4 		$1.1M Buy
+31,417
New +$1.13M 0.45% 47

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
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

AE Wealth Management's EEM Position: Q1 2026 in Review

AE Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 13% in Q1 2026, buying an estimated $384K and bringing the position to 56,761 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #511.

AE Wealth Management first reported a position in EEM in Q4 2016 and has held it in 36 quarters since. The position peaked at $12.9M in Q1 2021. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • AE Wealth Management held 56,761 shares of iShares MSCI Emerging Markets ETF worth $3.22M as of Q1 2026.
  • AE Wealth Management bought 6,532 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $384K.
  • iShares MSCI Emerging Markets ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #511 holding.
  • AE Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and has held it in 36 quarters since.
  • AE Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $12.9M in Q1 2021.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.