EP Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.07M | Buy |
142,104
+3,823
| +3% | +$225K | 0.04% | 243 |
|
|
2025
Q4 | $7.57M | Buy |
+138,281
| New | +$7.52M | 0.04% | 229 |
|
|
2025
Q2 | $6.97M | Buy |
144,423
+2,599
| +2% | +$117K | 0.05% | 226 |
|
|
2025
Q1 | $6.2M | Sell |
141,824
-2,783
| -2% | -$121K | 0.05% | 199 |
|
|
2024
Q4 | $6.05M | Buy |
144,607
+24
| +0% | +$1.06K | 0.05% | 194 |
|
|
2024
Q3 | $6.63M | Buy |
144,583
+65,526
| +83% | +$2.83M | 0.06% | 192 |
|
|
2024
Q2 | $3.37M | Sell |
79,057
-16,315
| -17% | -$684K | 0.04% | 218 |
|
|
2024
Q1 | $3.92M | Sell |
95,372
-2,377
| -2% | -$94.6K | 0.05% | 193 |
|
|
2023
Q4 | $3.93M | Buy |
97,749
+82
| +0.1% | +$3.17K | 0.05% | 190 |
|
|
2023
Q3 | $3.71M | Buy |
97,667
+83,578
| +593% | +$3.31M | 0.06% | 180 |
|
|
2023
Q2 | $3.91M | Buy |
14,089
+4,399
| +45% | +$173K | 0.06% | 174 |
|
|
2023
Q1 | $927K | Sell |
9,690
-89,489
| -90% | -$3.56M | 0.02% | 312 |
|
|
2022
Q4 | $3.76M | Sell |
99,179
-16,919
| -15% | -$624K | 0.07% | 154 |
|
|
2022
Q3 | $4.05M | Sell |
116,098
-22,820
| -16% | -$891K | 0.09% | 125 |
|
|
2022
Q2 | $5.57M | Buy |
138,918
+14,443
| +12% | +$606K | 0.13% | 100 |
|
|
2022
Q1 | $5.62M | Sell |
124,475
-16,382
| -12% | -$773K | 0.12% | 101 |
|
|
2021
Q4 | $6.88M | Buy |
140,857
+22,568
| +19% | +$1.14M | 0.16% | 83 |
|
|
2021
Q3 | $5.96M | Sell |
118,289
-1,612
| -1% | -$83.9K | 0.16% | 82 |
|
|
2021
Q2 | $6.61M | Sell |
119,901
-323
| -0.3% | -$17.6K | 0.18% | 82 |
|
|
2021
Q1 | $6.41M | Buy |
120,224
+39,865
| +50% | +$2.18M | 0.2% | 79 |
|
|
2020
Q4 | $4.15M | Sell |
80,359
-395
| -0.5% | -$19K | 0.15% | 88 |
|
|
2020
Q3 | $3.56M | Sell |
80,754
-6,037
| -7% | -$265K | 0.15% | 80 |
|
|
2020
Q2 | $3.47M | Sell |
86,791
-12,357
| -12% | -$463K | 0.15% | 88 |
|
|
2020
Q1 | $3.38M | Buy |
99,148
+22,998
| +30% | +$944K | 0.17% | 92 |
|
|
2019
Q4 | $3.42M | Buy |
76,150
+52,849
| +227% | +$2.27M | 0.14% | 101 |
|
|
2019
Q3 | $952K | Buy |
23,301
+8,342
| +56% | +$344K | 0.05% | 166 |
|
|
2019
Q2 | $642K | Buy |
14,959
+1,403
| +10% | +$59.6K | 0.04% | 174 |
|
|
2019
Q1 | $582K | Sell |
13,556
-3,864
| -22% | -$163K | 0.06% | 155 |
|
|
2018
Q4 | $680K | Buy |
17,420
+7,953
| +84% | +$319K | 0.05% | 151 |
|
|
2018
Q3 | $406K | Buy |
+9,467
| New | +$409K | 0.03% | 187 |
|
|
2015
Q1 | – | Sell |
-6,891
| Closed | -$271K | – | 132 |
|
|
2014
Q4 | $271K | Buy |
+6,891
| New | +$280K | 0.04% | 111 |
|
|
2014
Q2 | – | Sell |
-5,076
| Closed | -$208K | – | 114 |
|
|
2014
Q1 | $208K | Buy |
+5,076
| New | +$199K | 0.06% | 109 |
|
Other funds holding EEM
BOTOTLSJU
EP Wealth Advisors's EEM Position: Q1 2026 in Review
EP Wealth Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 2.8% in Q1 2026, buying an estimated $225K and bringing the position to 142,104 shares worth $8.07M. The position accounts for 0.04% of the portfolio, ranked #243.
EP Wealth Advisors first reported a position in EEM in Q1 2014 and has held it in 32 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.
- EP Wealth Advisors held 142,104 shares of iShares MSCI Emerging Markets ETF worth $8.07M as of Q1 2026.
- EP Wealth Advisors bought 3,823 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $225K.
- iShares MSCI Emerging Markets ETF made up 0.04% of EP Wealth Advisors's portfolio in Q1 2026, its #243 holding.
- EP Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2014 and has held it in 32 quarters since.
- 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.