EPW
EEM icon

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

Evolve 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
Q2 		– Sell
-13,622
Closed -$774K – 1064
2026
Q1 		$774K Buy
13,622
+2,739
+25% +$161K 0.04% 406
2025
Q4 		$595K Buy
+10,883
New +$592K 0.04% 464

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

Evolve Private Wealth's EEM Position: Q2 2026 in Review

Evolve Private Wealth sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2026, closing a stake of 13,622 shares — an estimated $774K sold.

Evolve Private Wealth first reported a position in EEM in Q4 2025 and held it in 2 quarters. The position peaked at $774K in Q1 2026. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Evolve Private Wealth reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 13,622 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $774K.
  • Evolve Private Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's iShares MSCI Emerging Markets ETF position peaked at $774K in Q1 2026.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.