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 Q2	$526K	Buy	7,684 +131	+2%	+$8.56K	0.04%	153
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 $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IBEX Wealth Advisors's EEM Position: Q2 2026 in Review

IBEX Wealth Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.7% in Q2 2026, buying an estimated $8.56K and bringing the position to 7,684 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #153.

IBEX Wealth Advisors first reported a position in EEM in Q1 2019 and has held it in 6 quarters since. The position peaked at $7.5M in Q1 2021. 1,652 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

IBEX Wealth Advisors held 7,684 shares of iShares MSCI Emerging Markets ETF worth $526K as of Q2 2026.
IBEX Wealth Advisors bought 131 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $8.56K.
iShares MSCI Emerging Markets ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #153 holding.
IBEX Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2019 and has held it in 6 quarters since.
IBEX Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $7.5M in Q1 2021.
1,652 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.