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 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 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

GeoWealth Management's EEM Position: Q1 2026 in Review

GeoWealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 100% in Q1 2026, selling an estimated $4.7M and leaving 293 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

GeoWealth Management first reported a position in EEM in Q3 2020 and has held it in 13 quarters since. The position peaked at $5.67M in Q3 2024. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

GeoWealth Management held 293 shares of iShares MSCI Emerging Markets ETF worth $16.6K as of Q1 2026.
GeoWealth Management sold 79,956 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $4.7M.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q1 2026, its #829 holding.
GeoWealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2020 and has held it in 13 quarters since.
GeoWealth Management's iShares MSCI Emerging Markets ETF position peaked at $5.67M in Q3 2024.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.