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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
2019
Q3 		– Sell
-600
Closed -$1K – 1009
2019
Q2 		$1K Buy
+600
New +$25.5K ﹤0.01% 969

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.