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

Calamos 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	$5.2M	Buy	91,653 +13,620	+17%	+$801K	0.18%	93
2025 Q4	$4.27M	Sell	78,033 -24,860	-24%	-$1.35M	0.15%	87
2025 Q3	$5.49M	Hold	102,893	–	–	0.2%	85
2025 Q2	$4.96M	Buy	102,893 +602	+0.6%	+$27.1K	0.21%	81
2025 Q1	$4.47M	Buy	102,291 +3,354	+3%	+$146K	0.22%	75
2024 Q4	$4.14M	Hold	98,937	–	–	0.21%	74
2024 Q3	$4.54M	Buy	98,937 +11,356	+13%	+$490K	0.23%	78
2024 Q2	$3.73M	Buy	87,581 +5,997	+7%	+$252K	0.2%	83
2024 Q1	$3.35M	Hold	81,584	–	–	0.19%	86
2023 Q4	$3.28M	Buy	81,584 +361	+0.4%	+$13.9K	0.21%	80
2023 Q3	$3.08M	Hold	81,223	–	–	0.23%	81
2023 Q2	$3.21M	Hold	81,223	–	–	0.24%	80
2023 Q1	$3.21M	Buy	81,223 +41,637	+105%	+$1.66M	0.25%	81
2022 Q4	$1.5M	Sell	39,586 -38	-0.1%	-$1.4K	0.12%	114
2022 Q3	$1.38M	Hold	39,624	–	–	0.12%	114
2022 Q2	$1.59M	Sell	39,624 -1,571	-4%	-$65.9K	0.14%	110
2022 Q1	$1.86M	Buy	41,195 +35,826	+667%	+$1.69M	0.14%	111
2021 Q4	$262K	Buy	5,369 +38	+0.7%	+$1.91K	0.02%	297
2021 Q3	$269K	Hold	5,331	–	–	0.02%	293
2021 Q2	$294K	Sell	5,331 -530	-9%	-$28.8K	0.02%	296
2021 Q1	$313K	Hold	5,861	–	–	0.03%	262
2020 Q4	$303K	Buy	+5,861	New	+$282K	0.03%	250
2020 Q3	–	Sell	-44,826	Closed	-$1.79M	–	263
2020 Q2	$1.79M	Sell	44,826 -7,925	-15%	-$297K	0.22%	78
2020 Q1	$1.8M	Sell	52,751 -650	-1%	-$26.7K	0.27%	68
2019 Q4	$2.4M	Buy	53,401 +4,484	+9%	+$192K	0.28%	75
2019 Q3	$2M	Hold	48,917	–	–	0.27%	81
2019 Q2	$2.1M	Sell	48,917 -700	-1%	-$29.7K	0.28%	80
2019 Q1	$2.13M	Buy	49,617 +4,416	+10%	+$186K	0.3%	76
2018 Q4	$1.77M	Sell	45,201 -21,000	-32%	-$841K	0.27%	78
2018 Q3	$2.84M	Sell	66,201 -25,925	-28%	-$1.12M	0.35%	67
2018 Q2	$3.99M	Buy	92,126 +20,544	+29%	+$951K	0.5%	64
2018 Q1	$3.46M	Buy	71,582 +7,279	+11%	+$357K	0.43%	69
2017 Q4	$3.03M	Buy	64,303 +2,407	+4%	+$111K	0.39%	72
2017 Q3	$2.77M	Buy	61,896 +441	+0.7%	+$19.4K	0.38%	78
2017 Q2	$2.54M	Hold	61,455	–	–	0.36%	81
2017 Q1	$2.42M	Buy	61,455 +6,089	+11%	+$231K	0.36%	82
2016 Q4	$1.94M	Buy	55,366 +45,560	+465%	+$1.64M	0.31%	101
2016 Q3	$367K	Hold	9,806	–	–	0.06%	175
2016 Q2	$337K	Sell	9,806 -11,873	-55%	-$399K	0.06%	182
2016 Q1	$743K	Hold	21,679	–	–	0.14%	169
2015 Q4	$698K	Buy	21,679 +15,493	+250%	+$531K	0.14%	178
2015 Q3	$203K	Hold	6,186	–	–	0.05%	222
2015 Q2	$245K	Buy	+6,186	New	+$259K	0.06%	207

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

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

Calamos Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 17% in Q1 2026, buying an estimated $801K and bringing the position to 91,653 shares worth $5.2M. The position accounts for 0.18% of the portfolio, ranked #93.

Calamos Wealth Management first reported a position in EEM in Q2 2015 and has held it in 43 quarters since. The position peaked at $5.49M in Q3 2025. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Calamos Wealth Management held 91,653 shares of iShares MSCI Emerging Markets ETF worth $5.2M as of Q1 2026.
Calamos Wealth Management bought 13,620 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $801K.
iShares MSCI Emerging Markets ETF made up 0.18% of Calamos Wealth Management's portfolio in Q1 2026, its #93 holding.
Calamos Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2015 and has held it in 43 quarters since.
Calamos Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $5.49M in Q3 2025.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.