IBEX Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

IBEX Wealth Advisors’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	$429K	Buy	+7,553	New	+$444K	0.04%	162
2021 Q2	–	Sell	-140,557	Closed	-$7.5M	–	187
2021 Q1	$7.5M	Buy	140,557 +110,711	+371%	+$6.06M	1.85%	9
2020 Q4	$1.54M	Buy	+29,846	New	+$1.44M	0.4%	80
2019 Q3	–	Sell	-76,783	Closed	-$3.29M	–	153
2019 Q2	$3.29M	Sell	76,783 -1,012	-1%	-$43K	0.95%	36
2019 Q1	$3.34M	Buy	+77,795	New	+$3.27M	1.17%	28

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

IBEX Wealth Advisors's EEM Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q1 2026: 7,553 shares worth $429K. The stake represents 0.04% of the portfolio and ranks #162 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in EEM as recently as Q1 2021.

IBEX Wealth Advisors first reported a position in EEM in Q1 2019 and has held it in 5 quarters since. The position peaked at $7.5M in Q1 2021. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

IBEX Wealth Advisors held 7,553 shares of iShares MSCI Emerging Markets ETF worth $429K as of Q1 2026.
iShares MSCI Emerging Markets ETF was a new IBEX Wealth Advisors position in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q1 2026, its #162 holding.
IBEX Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2019 and has held it in 5 quarters since.
IBEX Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $7.5M in Q1 2021.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.