Elevatus Welath Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Elevatus Welath 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	$8.34M	Buy	121,894 +98,230	+415%	+$6.42M	2.03%	16
2026 Q1	$1.34M	Sell	23,664 -127,279	-84%	-$7.49M	0.7%	41
2025 Q4	$8.26M	Buy	150,943 +18,222	+14%	+$991K	2.26%	12
2025 Q3	$7.09M	Buy	132,721 +2,991	+2%	+$150K	2.05%	17
2025 Q2	$6.26M	Buy	129,730 +66,968	+107%	+$3.01M	2.09%	17
2025 Q1	$2.74M	Buy	62,762 +18,558	+42%	+$806K	1.55%	15
2024 Q4	$1.85M	Buy	+44,204	New	+$1.96M	0.63%	27

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevatus Welath Management's EEM Position: Q2 2026 in Review

Elevatus Welath Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 415% in Q2 2026, buying an estimated $6.42M and bringing the position to 121,894 shares worth $8.34M. The position accounts for 2.03% of the portfolio, ranked #16.

Elevatus Welath Management first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. 1,651 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Elevatus Welath Management held 121,894 shares of iShares MSCI Emerging Markets ETF worth $8.34M as of Q2 2026.
Elevatus Welath Management bought 98,230 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $6.42M.
iShares MSCI Emerging Markets ETF made up 2.03% of Elevatus Welath Management's portfolio in Q2 2026, its #16 holding.
Elevatus Welath Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
1,651 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.