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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
Q2 		$3.27M Sell
47,832
-2,325
-5% -$152K 1.03% 24
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 $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Balanced Wealth Group's EEM Position: Q2 2026 in Review

Balanced Wealth Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 4.6% in Q2 2026, selling an estimated $152K and leaving 47,832 shares worth $3.27M. The position accounts for 1.03% of the portfolio, ranked #24.

Balanced Wealth Group first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. 1,651 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Balanced Wealth Group held 47,832 shares of iShares MSCI Emerging Markets ETF worth $3.27M as of Q2 2026.
  • Balanced Wealth Group sold 2,325 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $152K.
  • iShares MSCI Emerging Markets ETF made up 1.03% of Balanced Wealth Group's portfolio in Q2 2026, its #24 holding.
  • Balanced Wealth Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,651 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.