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Independent Solutions Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Independent Solutions Wealth 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 		$1.32M Buy
19,360
+1,490
+8% +$97.3K 0.17% 118
2026
Q1 		$1.01M Buy
17,870
+9,465
+113% +$557K 0.15% 112
2025
Q4 		$460K Buy
+8,405
New +$457K 0.08% 126

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

Independent Solutions Wealth Management's EEM Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 8.3% in Q2 2026, buying an estimated $97.3K and bringing the position to 19,360 shares worth $1.32M. The position accounts for 0.17% of the portfolio, ranked #118.

Independent Solutions Wealth Management first reported a position in EEM in Q4 2025 and has held it in 3 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Independent Solutions Wealth Management held 19,360 shares of iShares MSCI Emerging Markets ETF worth $1.32M as of Q2 2026.
  • Independent Solutions Wealth Management bought 1,490 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $97.3K.
  • iShares MSCI Emerging Markets ETF made up 0.17% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Independent Solutions Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.