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Balanced Wealth Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Balanced Wealth Group’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 		$2.85M Buy
50,157
+700
+1% +$41.2K 1.02% 21
2025
Q4 		$2.66M Sell
49,457
-661
-1% -$35.9K 0.97% 20
2025
Q3 		$2.42M Buy
50,118
+110
+0.2% +$5.52K 1.06% 18
2025
Q2 		$2.43M Buy
50,008
+2,250
+5% +$101K 1.05% 18
2025
Q1 		$2.09M Buy
47,758
+881
+2% +$38.3K 1.01% 19
2024
Q4 		$2M Buy
46,877
+310
+0.7% +$13.7K 0.9% 19
2024
Q3 		$2.14M Buy
46,567
+1,009
+2% +$43.5K 0.95% 19
2024
Q2 		$1.94M Sell
45,558
-10,222
-18% -$429K 0.88% 20
2024
Q1 		$2.37M Buy
55,780
+185
+0.3% +$7.36K 1.05% 19
2023
Q4 		$2.24M Buy
+55,595
New +$2.15M 1.16% 21

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