Investment Advisory Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Investment Advisory Group’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	$417K	Buy	7,347 +2,789	+61%	+$164K	0.11%	122
2025 Q4	$249K	Sell	4,558 -103	-2%	-$5.6K	0.06%	163
2025 Q3	$249K	Sell	4,661 -179	-4%	-$8.99K	0.07%	162
2025 Q2	$233K	Buy	4,840 +1	+0%	+$45	0.07%	157
2025 Q1	$211K	Sell	4,839 -19	-0.4%	-$825	0.07%	161
2024 Q4	$203K	Sell	4,858 -726	-13%	-$32.2K	0.07%	163
2024 Q3	$256K	Buy	+5,584	New	+$241K	0.09%	142
2022 Q1	–	Sell	-4,577	Closed	-$226K	–	131
2021 Q4	$226K	Buy	+4,577	New	+$230K	0.14%	111

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Investment Advisory Group's EEM Position: Q1 2026 in Review

Investment Advisory Group increased its iShares MSCI Emerging Markets ETF (EEM) stake by 61% in Q1 2026, buying an estimated $164K and bringing the position to 7,347 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #122.

Investment Advisory Group first reported a position in EEM in Q4 2021 and has held it in 8 quarters since. 1,610 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Investment Advisory Group held 7,347 shares of iShares MSCI Emerging Markets ETF worth $417K as of Q1 2026.
Investment Advisory Group bought 2,789 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $164K.
iShares MSCI Emerging Markets ETF made up 0.11% of Investment Advisory Group's portfolio in Q1 2026, its #122 holding.
Investment Advisory Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 8 quarters since.
1,610 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.