Focus Partners Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Focus Partners 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 Q1	$47.8M	Sell	840,437 -11,236	-1%	-$661K	0.05%	298
2025 Q4	$46.6M	Buy	851,673 +55,027	+7%	+$2.99M	0.05%	299
2025 Q3	$42.5M	Buy	796,646 +315,620	+66%	+$15.8M	0.07%	237
2025 Q2	$23.2M	Buy	481,026 +40,424	+9%	+$1.82M	0.05%	326
2025 Q1	$19.3M	Sell	440,602 -28,943	-6%	-$1.26M	0.05%	331
2024 Q4	$19.6M	Buy	469,545 +87,357	+23%	+$3.87M	0.05%	327
2024 Q3	$17.5M	Sell	382,188 -46,388	-11%	-$2M	0.06%	303
2024 Q2	$18.6M	Buy	428,576 +195,939	+84%	+$8.22M	0.06%	260
2024 Q1	$9.56M	Buy	232,637 +40,055	+21%	+$1.59M	0.08%	219
2023 Q4	$7.74M	Buy	+192,582	New	+$7.44M	0.1%	177

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 $30B AUM 26.86% 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

Focus Partners Wealth's EEM Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.3% in Q1 2026, selling an estimated $661K and leaving 840,437 shares worth $47.8M. The position accounts for 0.05% of the portfolio, ranked #298.

Focus Partners Wealth first reported a position in EEM in Q4 2023 and has held it in 10 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Focus Partners Wealth held 840,437 shares of iShares MSCI Emerging Markets ETF worth $47.8M as of Q1 2026.
Focus Partners Wealth sold 11,236 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $661K.
iShares MSCI Emerging Markets ETF made up 0.05% of Focus Partners Wealth's portfolio in Q1 2026, its #298 holding.
Focus Partners Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.