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

GeoWealth 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
-293
Closed -$16.6K – 908
2026
Q1 		$16.6K Sell
293
-79,956
-100% -$4.7M ﹤0.01% 829
2025
Q4 		$4.39M Buy
80,249
+3,058
+4% +$166K 0.16% 84
2025
Q3 		$4.12M Buy
+77,191
New +$3.88M 0.15% 89
2025
Q2 		– Sell
-224
Closed -$9.79K – 1231
2025
Q1 		$9.79K Buy
224
+123
+122% +$5.34K ﹤0.01% 997
2024
Q4 		$4.22K Sell
101
-123,458
-100% -$5.47M ﹤0.01% 1567
2024
Q3 		$5.67M Buy
+123,559
New +$5.33M 0.2% 94
2023
Q1 		– Sell
-240
Closed -$9K – 396
2022
Q4 		$9K Sell
240
-4,446
-95% -$164K ﹤0.01% 337
2022
Q3 		$164K Sell
4,686
-148
-3% -$5.78K 0.02% 253
2022
Q2 		$194K Sell
4,834
-753
-13% -$31.6K 0.03% 246
2022
Q1 		$253K Sell
5,587
-6,392
-53% -$302K 0.02% 277
2021
Q4 		$586K Sell
11,979
-327
-3% -$16.5K 0.05% 190
2021
Q3 		$620K Buy
+12,306
New +$641K 0.05% 193
2020
Q4 		– Sell
-19,013
Closed -$834K – 210
2020
Q3 		$834K Buy
+19,013
New +$834K 0.25% 85

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

GeoWealth Management's EEM Position: Q2 2026 in Review

GeoWealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2026, closing a stake of 293 shares — an estimated $16.6K sold.

GeoWealth Management first reported a position in EEM in Q3 2020 and held it in 13 quarters. The position peaked at $5.67M in Q3 2024. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • GeoWealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 293 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $16.6K.
  • GeoWealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2020 and held it in 13 quarters.
  • GeoWealth Management's iShares MSCI Emerging Markets ETF position peaked at $5.67M in Q3 2024.
  • 1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

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