Consilium Wealth Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Consilium Wealth Advisory’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	$416K	Buy	7,325 +1,825	+33%	+$107K	0.14%	78
2025 Q4	$301K	Hold	5,500	–	–	0.11%	82
2025 Q3	$294K	Buy	5,500 +345	+7%	+$17.3K	0.11%	82
2025 Q2	$249K	Buy	+5,155	New	+$232K	0.1%	88

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 $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

Consilium Wealth Advisory's EEM Position: Q1 2026 in Review

Consilium Wealth Advisory increased its iShares MSCI Emerging Markets ETF (EEM) stake by 33% in Q1 2026, buying an estimated $107K and bringing the position to 7,325 shares worth $416K. The position accounts for 0.14% of the portfolio, ranked #78.

Consilium Wealth Advisory first reported a position in EEM in Q2 2025 and has held it in 4 quarters since. 1,610 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Consilium Wealth Advisory held 7,325 shares of iShares MSCI Emerging Markets ETF worth $416K as of Q1 2026.
Consilium Wealth Advisory bought 1,825 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $107K.
iShares MSCI Emerging Markets ETF made up 0.14% of Consilium Wealth Advisory's portfolio in Q1 2026, its #78 holding.
Consilium Wealth Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 4 quarters since.
1,610 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.