BlueChip Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

BlueChip Wealth Advisors’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	$239K	Sell	4,625 -4,676	-50%	-$275K	0.1%	132
2025 Q4	$509K	Buy	9,301 +4,791	+106%	+$261K	0.21%	79
2025 Q3	$241K	Sell	4,510 -4,791	-52%	-$241K	0.1%	140
2025 Q2	$449K	Sell	9,301 -35	-0.4%	-$1.57K	0.2%	88
2025 Q1	$408K	Buy	+9,336	New	+$406K	0.2%	93
2024 Q4	–	Sell	-11,391	Closed	-$522K	–	143
2024 Q3	$522K	Buy	11,391 +178	+2%	+$7.67K	0.27%	72
2024 Q2	$478K	Buy	11,213 +326	+3%	+$13.7K	0.28%	73
2024 Q1	$447K	Sell	10,887 -1,098	-9%	-$43.7K	0.29%	67
2023 Q4	$482K	Buy	+11,985	New	+$463K	0.34%	64

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

BlueChip Wealth Advisors's EEM Position: Q1 2026 in Review

BlueChip Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 50% in Q1 2026, selling an estimated $275K and leaving 4,625 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #132.

BlueChip Wealth Advisors first reported a position in EEM in Q4 2023 and has held it in 9 quarters since. The position peaked at $522K in Q3 2024. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

BlueChip Wealth Advisors held 4,625 shares of iShares MSCI Emerging Markets ETF worth $239K as of Q1 2026.
BlueChip Wealth Advisors sold 4,676 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $275K.
iShares MSCI Emerging Markets ETF made up 0.1% of BlueChip Wealth Advisors's portfolio in Q1 2026, its #132 holding.
BlueChip Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 9 quarters since.
BlueChip Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $522K in Q3 2024.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.