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

Delap 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	$634K	Sell	11,164 -641	-5%	-$37.7K	0.24%	49
2025 Q4	$646K	Sell	11,805 -36	-0.3%	-$1.96K	0.25%	47
2025 Q3	$637K	Sell	11,841 -98	-0.8%	-$4.92K	0.27%	41
2025 Q2	$576K	Sell	11,939 -178	-1%	-$8K	0.28%	39
2025 Q1	$530K	Hold	12,117	–	–	0.3%	41
2024 Q4	$507K	Buy	12,117 +257	+2%	+$11.4K	0.3%	38
2024 Q3	$544K	Sell	11,860 -5,429	-31%	-$234K	0.34%	33
2024 Q2	$736K	Sell	17,289 -230	-1%	-$9.65K	0.34%	34
2024 Q1	$720K	Sell	17,519 -17,519	-50%	-$697K	0.29%	51
2023 Q4	$1.41M	Buy	35,038 +15,208	+77%	+$587K	0.64%	30
2023 Q3	$753K	Hold	19,830	–	–	0.73%	23
2023 Q2	$784K	Sell	19,830 -6,188	-24%	-$243K	0.77%	20
2023 Q1	$1.03M	Sell	26,018 -1,179	-4%	-$46.9K	1.05%	21
2022 Q4	$1.03M	Buy	+27,197	New	+$1M	1.08%	22

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

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

Delap Wealth Advisory reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 5.4% in Q1 2026, selling an estimated $37.7K and leaving 11,164 shares worth $634K. The position accounts for 0.24% of the portfolio, ranked #49.

Delap Wealth Advisory first reported a position in EEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.41M in Q4 2023. 1,610 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Delap Wealth Advisory held 11,164 shares of iShares MSCI Emerging Markets ETF worth $634K as of Q1 2026.
Delap Wealth Advisory sold 641 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $37.7K.
iShares MSCI Emerging Markets ETF made up 0.24% of Delap Wealth Advisory's portfolio in Q1 2026, its #49 holding.
Delap Wealth Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Delap Wealth Advisory's iShares MSCI Emerging Markets ETF position peaked at $1.41M in Q4 2023.
1,610 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.