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Institute for Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Institute for 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
2021
Q1 		– Sell
-8,000
Closed -$413K – 476
2020
Q4 		$413K Buy
+8,000
New +$385K 0.08% 292
2020
Q2 		– Sell
-9,600
Closed -$327K – 430
2020
Q1 		$327K Hold
9,600
– – 0.1% 262
2019
Q4 		$16K Buy
+9,600
New +$412K ﹤0.01% 576

Other funds holding EEM

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Institute for Wealth Management's EEM Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.35% in Q2 2026, selling an estimated $11.9K and leaving 51,646 shares worth $3.53M. The position accounts for 0.31% of the portfolio, ranked #62.

Institute for Wealth Management first reported a position in EEM in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.86M in Q3 2013. 682 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Institute for Wealth Management held 51,646 shares of iShares MSCI Emerging Markets ETF worth $3.53M as of Q2 2026.
  • Institute for Wealth Management sold 182 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $11.9K.
  • iShares MSCI Emerging Markets ETF made up 0.31% of Institute for Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 42 quarters since.
  • Institute for Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $4.86M in Q3 2013.
  • 682 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.