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Balboa Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Balboa Wealth Partners’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 		$394K Buy
+5,765
New +$377K 0.05% 284
2026
Q1 		– Sell
-14,202
Closed -$777K – 465
2025
Q4 		$777K Sell
14,202
-387
-3% -$21K 0.13% 128
2025
Q3 		$779K Sell
14,589
-186
-1% -$9.34K 0.13% 122
2025
Q2 		$713K Buy
+14,775
New +$664K 0.14% 123

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

Balboa Wealth Partners's EEM Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 5,765 shares worth $394K. The stake represents 0.05% of the portfolio and ranks #284 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in EEM as recently as Q4 2025.

Balboa Wealth Partners first reported a position in EEM in Q2 2025 and has held it in 4 quarters since. The position peaked at $779K in Q3 2025. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Balboa Wealth Partners held 5,765 shares of iShares MSCI Emerging Markets ETF worth $394K as of Q2 2026.
  • iShares MSCI Emerging Markets ETF was a new Balboa Wealth Partners position in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #284 holding.
  • Balboa Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 4 quarters since.
  • Balboa Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $779K in Q3 2025.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

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