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Integrated Wealth Concepts’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Integrated Wealth Concepts’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 		$2.34M Buy
41,283
+7,221
+21% +$425K 0.02% 701
2025
Q4 		$1.86M Sell
34,062
-5,358
-14% -$291K 0.02% 553
2025
Q3 		$2.11M Sell
39,420
-25,736
-39% -$1.29M 0.02% 654
2025
Q2 		$3.14M Sell
65,156
-1,200
-2% -$54K 0.03% 479
2025
Q1 		$2.9M Sell
66,356
-48,725
-42% -$2.12M 0.03% 477
2024
Q4 		$4.81M Buy
115,081
+49,814
+76% +$2.21M 0.06% 306
2024
Q3 		$2.99M Buy
65,267
+1,271
+2% +$54.8K 0.04% 427
2024
Q2 		$2.73M Sell
63,996
-6,041
-9% -$253K 0.04% 413
2024
Q1 		$2.88M Sell
70,037
-1,069
-2% -$42.5K 0.04% 396
2023
Q4 		$2.86M Sell
71,106
-23,829
-25% -$920K 0.05% 358
2023
Q3 		$3.6M Sell
94,935
-35,072
-27% -$1.39M 0.06% 289
2023
Q2 		$5.14M Sell
130,007
-5,827
-4% -$229K 0.09% 228
2023
Q1 		$5.36M Sell
135,834
-43,954
-24% -$1.75M 0.11% 188
2022
Q4 		$6.81M Sell
179,788
-10,959
-6% -$404K 0.19% 115
2022
Q3 		$6.65M Buy
190,747
+155,857
+447% +$6.08M 0.21% 102
2022
Q2 		$1.4M Sell
34,890
-657
-2% -$27.6K 0.04% 355
2022
Q1 		$1.6M Sell
35,547
-7,032
-17% -$332K 0.05% 298
2021
Q4 		$2.08M Sell
42,579
-1,710
-4% -$86K 0.06% 256
2021
Q3 		$2.23M Sell
44,289
-10,423
-19% -$543K 0.07% 226
2021
Q2 		$3.02M Buy
54,712
+4,429
+9% +$241K 0.11% 167
2021
Q1 		$2.68M Sell
50,283
-5,077
-9% -$278K 0.11% 155
2020
Q4 		$2.86M Buy
55,360
+16,385
+42% +$788K 0.14% 125
2020
Q3 		$1.72M Buy
38,975
+26,706
+218% +$1.17M 0.11% 145
2020
Q2 		$491K Buy
12,269
+646
+6% +$24.2K 0.04% 286
2020
Q1 		$397K Sell
11,623
-793
-6% -$32.5K 0.04% 269
2019
Q4 		$557K Sell
12,416
-146
-1% -$6.27K 0.05% 249
2019
Q3 		$513K Sell
12,562
-1,142
-8% -$47.1K 0.06% 200
2019
Q2 		$591K Buy
13,704
+2,244
+20% +$95.3K 0.08% 163
2019
Q1 		$492K Buy
11,460
+4,298
+60% +$181K 0.08% 163
2018
Q4 		$280K Buy
7,162
+72
+1% +$2.88K 0.08% 202
2018
Q3 		$304K Sell
7,090
-876
-11% -$37.8K 0.09% 169
2018
Q2 		$642K Buy
7,966
+837
+12% +$38.7K 0.22% 92
2018
Q1 		$338K Buy
+7,129
New +$350K 0.14% 134

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

Integrated Wealth Concepts's EEM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares MSCI Emerging Markets ETF (EEM) stake by 21% in Q1 2026, buying an estimated $425K and bringing the position to 41,283 shares worth $2.34M. The position accounts for 0.02% of the portfolio, ranked #701.

Integrated Wealth Concepts first reported a position in EEM in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.81M in Q4 2022. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Integrated Wealth Concepts held 41,283 shares of iShares MSCI Emerging Markets ETF worth $2.34M as of Q1 2026.
  • Integrated Wealth Concepts bought 7,221 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $425K.
  • iShares MSCI Emerging Markets ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #701 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and has held it in 33 quarters since.
  • Integrated Wealth Concepts's iShares MSCI Emerging Markets ETF position peaked at $6.81M in Q4 2022.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.