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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
2020
Q2 		– Sell
-6,600
Closed -$225K – 431
2020
Q1 		$225K Hold
6,600
– – 0.07% 346
2019
Q4 		$1K Buy
+6,600
New +$283K ﹤0.01% 670

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
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

Institute for Wealth Management's EEM Position: Q1 2026 in Review

Institute for Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 3% in Q1 2026, buying an estimated $89.9K and bringing the position to 51,828 shares worth $2.94M. The position accounts for 0.31% of the portfolio, ranked #67.

Institute for Wealth Management first reported a position in EEM in Q2 2013 and has held it in 41 quarters since. The position peaked at $4.86M in Q3 2013. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Institute for Wealth Management held 51,828 shares of iShares MSCI Emerging Markets ETF worth $2.94M as of Q1 2026.
  • Institute for Wealth Management bought 1,529 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $89.9K.
  • iShares MSCI Emerging Markets ETF made up 0.31% of Institute for Wealth Management's portfolio in Q1 2026, its #67 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 41 quarters since.
  • Institute for Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $4.86M in Q3 2013.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.