Corient Private Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Corient Private Wealth’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	$46.1M	Sell	813,072 -905,336	-53%	-$53.2M	0.07%	250
2025 Q4	$93.9M	Buy	1,718,408 +895,102	+109%	+$48.7M	0.06%	256
2025 Q3	$44M	Sell	823,306 -2,417,023	-75%	-$121M	0.07%	254
2025 Q2	$156M	Buy	3,240,329 +2,181,269	+206%	+$98.1M	0.21%	101
2025 Q1	$46.3M	Buy	1,059,060 +294,707	+39%	+$12.8M	0.08%	233
2024 Q4	$32M	Sell	764,353 -118,182	-13%	-$5.24M	0.05%	302
2024 Q3	$34.7M	Buy	882,535 +11,948	+1%	+$515K	0.05%	302
2024 Q2	$37.1M	Buy	870,587 +40,826	+5%	+$1.71M	0.06%	276
2024 Q1	$34.1M	Sell	829,761 -79,902	-9%	-$3.18M	0.06%	289
2023 Q4	$36.6M	Sell	909,663 -59,502	-6%	-$2.3M	0.07%	273
2023 Q3	$36.8M	Buy	969,165 +41,752	+5%	+$1.65M	0.08%	249
2023 Q2	$36.7M	Buy	927,413 +50,556	+6%	+$1.99M	0.08%	241
2023 Q1	$34.6M	Buy	876,857 +224,693	+34%	+$8.93M	0.09%	214
2022 Q4	$24.7M	Buy	+652,164	New	+$24.1M	0.09%	240

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

Corient Private Wealth's EEM Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 53% in Q1 2026, selling an estimated $53.2M and leaving 813,072 shares worth $46.1M. The position accounts for 0.07% of the portfolio, ranked #250.

Corient Private Wealth first reported a position in EEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $156M in Q2 2025. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Corient Private Wealth held 813,072 shares of iShares MSCI Emerging Markets ETF worth $46.1M as of Q1 2026.
Corient Private Wealth sold 905,336 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $53.2M.
iShares MSCI Emerging Markets ETF made up 0.07% of Corient Private Wealth's portfolio in Q1 2026, its #250 holding.
Corient Private Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's iShares MSCI Emerging Markets ETF position peaked at $156M in Q2 2025.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.