Concord Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Concord Wealth Partners’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	$224K	Sell	3,950 -10	-0.3%	-$588	0.03%	194
2025 Q4	$217K	Sell	3,960 -885	-18%	-$48.1K	0.03%	188
2025 Q3	$259K	Sell	4,845 -50	-1%	-$2.51K	0.04%	174
2025 Q2	$236K	Buy	4,895 +79	+2%	+$3.55K	0.03%	186
2025 Q1	$210K	Sell	4,816 -385	-7%	-$16.7K	0.03%	189
2024 Q4	$218K	Sell	5,201 -306	-6%	-$13.6K	0.04%	193
2024 Q3	$253K	Sell	5,507 -38	-0.7%	-$1.64K	0.04%	190
2024 Q2	$236K	Sell	5,545 -217	-4%	-$9.1K	0.04%	182
2024 Q1	$237K	Sell	5,762 -87	-1%	-$3.46K	0.04%	195
2023 Q4	$235K	Buy	5,849 +108	+2%	+$4.17K	0.05%	180
2023 Q3	$218K	Hold	5,741	–	–	0.05%	191
2023 Q2	$227K	Sell	5,741 -633	-10%	-$24.9K	0.05%	185
2023 Q1	$252K	Sell	6,374 -511	-7%	-$20.3K	0.07%	139
2022 Q4	$261K	Sell	6,885 -232	-3%	-$8.56K	0.08%	138
2022 Q3	$248K	Buy	7,117 +956	+16%	+$37.3K	0.08%	136
2022 Q2	$247K	Sell	6,161 -10,985	-64%	-$461K	0.07%	139
2022 Q1	$774K	Buy	17,146 +3,347	+24%	+$158K	0.2%	71
2021 Q4	$674K	Buy	+13,799	New	+$694K	0.16%	77

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

Concord Wealth Partners's EEM Position: Q1 2026 in Review

Concord Wealth Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.25% in Q1 2026, selling an estimated $588 and leaving 3,950 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #194.

Concord Wealth Partners first reported a position in EEM in Q4 2021 and has held it in 18 quarters since. The position peaked at $774K in Q1 2022. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Concord Wealth Partners held 3,950 shares of iShares MSCI Emerging Markets ETF worth $224K as of Q1 2026.
Concord Wealth Partners sold 10 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $588.
iShares MSCI Emerging Markets ETF made up 0.03% of Concord Wealth Partners's portfolio in Q1 2026, its #194 holding.
Concord Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
Concord Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $774K in Q1 2022.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.