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

Clarus 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 		– Sell
-38,316
Closed -$2.2M – 92
2025
Q4 		$2.2M Sell
38,316
-289
-0.7% -$15.7K 0.91% 33
2025
Q3 		$2.09M Sell
38,605
-630
-2% -$31.6K 0.93% 31
2025
Q2 		$1.9M Buy
39,235
+557
+1% +$25K 0.88% 29
2025
Q1 		$1.59M Buy
38,678
+1,226
+3% +$53.3K 0.85% 31
2024
Q4 		$1.53M Buy
37,452
+3,918
+12% +$174K 0.76% 38
2024
Q3 		$1.59M Buy
33,534
+232
+0.7% +$10K 0.81% 38
2024
Q2 		$1.47M Buy
33,302
+1,289
+4% +$54.1K 0.78% 38
2024
Q1 		$1.32M Buy
32,013
+523
+2% +$20.8K 0.75% 37
2023
Q4 		$1.2M Buy
+31,490
New +$1.22M 0.71% 38
2023
Q2 		$1.1M Buy
27,941
+2,688
+11% +$106K 0.67% 38
2023
Q1 		$995K Buy
25,253
+513
+2% +$20.4K 0.63% 39
2022
Q4 		$1.01M Buy
24,740
+7,844
+46% +$289K 0.66% 36
2022
Q3 		$594K Sell
16,896
-27
-0.2% -$1.05K 0.42% 44
2022
Q2 		$660K Buy
+16,923
New +$710K 0.46% 40
2019
Q2 		– Sell
-1,550
Closed -$67K – 608
2019
Q1 		$67K Buy
1,550
+100
+7% +$4.21K 0.05% 253
2018
Q4 		$57K Buy
1,450
+260
+22% +$10.4K 0.09% 240
2018
Q3 		$51K Buy
1,190
+100
+9% +$4.32K 0.03% 293
2018
Q2 		$53K Buy
+1,090
New +$50.5K 0.04% 275

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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

Clarus Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2026, closing a stake of 38,316 shares — an estimated $2.2M sold.

Clarus Wealth Advisors first reported a position in EEM in Q2 2018 and held it in 18 quarters. The position peaked at $2.2M in Q4 2025. 1,610 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Clarus Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Clarus Wealth Advisors sold 38,316 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.2M.
  • Clarus Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2018 and held it in 18 quarters.
  • Clarus Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.2M in Q4 2025.
  • 1,610 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Clarus Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.