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

BlackDiamond 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	$418K	Buy	7,356 +83	+1%	+$4.88K	0.2%	107
2025 Q4	$440K	Buy	7,273 +852	+13%	+$46.3K	0.21%	99
2025 Q3	$343K	Buy	6,421 +194	+3%	+$9.74K	0.19%	104
2025 Q2	$301K	Sell	6,227 -24	-0.4%	-$1.08K	0.17%	114
2025 Q1	$281K	Buy	6,251 +940	+18%	+$40.8K	0.19%	107
2024 Q4	$222K	Buy	5,311 +310	+6%	+$13.7K	0.13%	146
2024 Q3	$217K	Sell	5,001 -390	-7%	-$16.8K	0.13%	155
2024 Q2	$226K	Sell	5,391 -817	-13%	-$34.3K	0.15%	134
2024 Q1	$255K	Buy	+6,208	New	+$247K	0.18%	124
2023 Q4	–	Sell	-5,590	Closed	-$206K	–	143
2023 Q3	$206K	Sell	5,590 -1,778	-24%	-$70.4K	0.19%	123
2023 Q2	$304K	Buy	7,368 +190	+3%	+$7.47K	0.26%	89
2023 Q1	$274K	Buy	7,178 +1,888	+36%	+$75.1K	0.28%	86
2022 Q4	$215K	Sell	5,290 -563	-10%	-$20.8K	0.24%	104
2022 Q3	$200K	Sell	5,853 -1,916	-25%	-$74.8K	0.24%	102
2022 Q2	$306K	Sell	7,769 -776	-9%	-$32.6K	0.38%	76
2022 Q1	$386K	Buy	8,545 +624	+8%	+$29.4K	0.46%	65
2021 Q4	$387K	Buy	+7,921	New	+$399K	0.44%	75

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

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

BlackDiamond Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.1% in Q1 2026, buying an estimated $4.88K and bringing the position to 7,356 shares worth $418K. The position accounts for 0.2% of the portfolio, ranked #107.

BlackDiamond Wealth Management first reported a position in EEM in Q4 2021 and has held it in 17 quarters since. The position peaked at $440K in Q4 2025. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

BlackDiamond Wealth Management held 7,356 shares of iShares MSCI Emerging Markets ETF worth $418K as of Q1 2026.
BlackDiamond Wealth Management bought 83 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $4.88K.
iShares MSCI Emerging Markets ETF made up 0.2% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #107 holding.
BlackDiamond Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 17 quarters since.
BlackDiamond Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $440K in Q4 2025.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.