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

Cadence 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	$287K	Sell	5,055 -2,193	-30%	-$129K	0.12%	50
2025 Q4	$397K	Sell	7,248 -7,754	-52%	-$422K	0.19%	44
2025 Q3	$801K	Sell	15,002 -760	-5%	-$38.2K	0.42%	31
2025 Q2	$760K	Sell	15,762 -11,110	-41%	-$500K	0.5%	26
2025 Q1	$1.17M	Sell	26,872 -21,788	-45%	-$946K	0.87%	12
2024 Q4	$2.03M	Sell	48,660 -9,955	-17%	-$441K	1.35%	13
2024 Q3	$2.69M	Sell	58,615 -31,222	-35%	-$1.35M	2.19%	9
2024 Q2	$3.83M	Sell	89,837 -25,807	-22%	-$1.08M	2.67%	9
2024 Q1	$4.75M	Sell	115,644 -381	-0.3%	-$15.2K	4.89%	6
2023 Q4	$4.67M	Sell	116,025 -6,782	-6%	-$262K	3.66%	8
2023 Q3	$4.66M	Buy	122,807 +1,341	+1%	+$53.1K	3.87%	8
2023 Q2	$4.81M	Buy	121,466 +3,301	+3%	+$130K	4.65%	6
2023 Q1	$4.66M	Buy	118,165 +4,039	+4%	+$161K	4.75%	6
2022 Q4	$4.33M	Buy	114,126 +14,711	+15%	+$543K	3.71%	8
2022 Q3	$3.47M	Buy	99,415 +10,961	+12%	+$428K	3.26%	9
2022 Q2	$3.55M	Buy	88,454 +8,677	+11%	+$364K	3.68%	8
2022 Q1	$3.6M	Buy	79,777 +1,535	+2%	+$72.4K	2.77%	9
2021 Q4	$3.82M	Buy	78,242 +3,792	+5%	+$191K	4.19%	6
2021 Q3	$3.75M	Sell	74,450 -101,859	-58%	-$5.3M	4.24%	6
2021 Q2	$9.72M	Sell	176,309 -80,547	-31%	-$4.38M	8.21%	4
2021 Q1	$13.7M	Buy	+256,856	New	+$14.1M	12.38%	3

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

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

Cadence Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 30% in Q1 2026, selling an estimated $129K and leaving 5,055 shares worth $287K. The position accounts for 0.12% of the portfolio, ranked #50.

Cadence Wealth Management first reported a position in EEM in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.7M in Q1 2021. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Cadence Wealth Management held 5,055 shares of iShares MSCI Emerging Markets ETF worth $287K as of Q1 2026.
Cadence Wealth Management sold 2,193 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $129K.
iShares MSCI Emerging Markets ETF made up 0.12% of Cadence Wealth Management's portfolio in Q1 2026, its #50 holding.
Cadence Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and has held it in 21 quarters since.
Cadence Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $13.7M in Q1 2021.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

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