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Diversify Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Diversify Wealth Management’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
Q2 		– Sell
-363,092
Closed -$22.8M – 1303
2026
Q1 		$22.8M Buy
363,092
+359,257
+9,368% +$21.1M 0.41% 46
2025
Q4 		$221K Buy
+3,835
New +$209K 0.01% 583

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Diversify Wealth Management's EEM Position: Q2 2026 in Review

Diversify Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2026, closing a stake of 363,092 shares — an estimated $22.8M sold.

Diversify Wealth Management first reported a position in EEM in Q4 2025 and held it in 2 quarters. The position peaked at $22.8M in Q1 2026. 1,651 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Diversify Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 363,092 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $22.8M.
  • Diversify Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2025 and held it in 2 quarters.
  • Diversify Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $22.8M in Q1 2026.
  • 1,651 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.