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

Ameliora 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	$128K	Hold	2,256	–	–	0.04%	115
2025 Q4	$123K	Hold	2,256	–	–	0.04%	120
2025 Q3	$120K	Hold	2,256	–	–	0.04%	125
2025 Q2	$109K	Hold	2,256	–	–	0.04%	131
2025 Q1	$98.6K	Hold	2,256	–	–	0.04%	136
2024 Q4	$94.3K	Hold	2,256	–	–	0.04%	138
2024 Q3	$103K	Sell	2,256 -700	-24%	-$30.2K	0.04%	100
2024 Q2	$126K	Hold	2,956	–	–	0.06%	94
2024 Q1	$121K	Hold	2,956	–	–	0.06%	106
2023 Q4	$119K	Hold	2,956	–	–	0.06%	91
2023 Q3	$112K	Hold	2,956	–	–	0.07%	98
2023 Q2	$117K	Sell	2,956 -29,612	-91%	-$1.16M	0.07%	95
2023 Q1	$1.29M	Sell	32,568 -134,658	-81%	-$5.35M	0.75%	41
2022 Q4	$6.34M	Sell	167,226 -84,771	-34%	-$3.13M	3.39%	9
2022 Q3	$8.73M	Buy	+251,997	New	+$9.83M	4.73%	3

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Ameliora Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 2,256 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #115.

Ameliora Wealth Management first reported a position in EEM in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.73M in Q3 2022. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Ameliora Wealth Management held 2,256 shares of iShares MSCI Emerging Markets ETF worth $128K as of Q1 2026.
Ameliora Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.04% of Ameliora Wealth Management's portfolio in Q1 2026, its #115 holding.
Ameliora Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2022 and has held it in 15 quarters since.
Ameliora Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $8.73M in Q3 2022.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Ameliora Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.