Invictus Private Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Invictus Private Wealth’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	$1.79M	Buy	31,561 +1,153	+4%	+$67.8K	0.11%	32
2025 Q4	$1.66M	Sell	30,408 -225	-0.7%	-$12.2K	0.1%	32
2025 Q3	$1.64M	Hold	30,633	–	–	0.1%	36
2025 Q2	$1.48M	Sell	30,633 -451	-1%	-$20.3K	0.1%	35
2025 Q1	$1.36M	Buy	31,084 +105	+0.3%	+$4.56K	0.11%	33
2024 Q4	$1.3M	Sell	30,979 -156	-0.5%	-$6.91K	0.1%	33
2024 Q3	$1.43M	Sell	31,135 -778	-2%	-$33.5K	0.11%	32
2024 Q2	$1.36M	Sell	31,913 -1,792	-5%	-$75.2K	0.11%	34
2024 Q1	$1.38M	Sell	33,705 -45,152	-57%	-$1.8M	0.12%	32
2023 Q4	$3.17M	Buy	78,857 +39,782	+102%	+$1.54M	0.31%	27
2023 Q3	$1.48M	Sell	39,075 -441	-1%	-$17.5K	0.16%	34
2023 Q2	$1.56M	Sell	39,516 -465	-1%	-$18.3K	0.17%	34
2023 Q1	$1.58M	Sell	39,981 -751	-2%	-$29.9K	0.19%	35
2022 Q4	$1.54M	Buy	+40,732	New	+$1.5M	0.2%	34

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 $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

Invictus Private Wealth's EEM Position: Q1 2026 in Review

Invictus Private Wealth increased its iShares MSCI Emerging Markets ETF (EEM) stake by 3.8% in Q1 2026, buying an estimated $67.8K and bringing the position to 31,561 shares worth $1.79M. The position accounts for 0.11% of the portfolio, ranked #32.

Invictus Private Wealth first reported a position in EEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.17M in Q4 2023. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Invictus Private Wealth held 31,561 shares of iShares MSCI Emerging Markets ETF worth $1.79M as of Q1 2026.
Invictus Private Wealth bought 1,153 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $67.8K.
iShares MSCI Emerging Markets ETF made up 0.11% of Invictus Private Wealth's portfolio in Q1 2026, its #32 holding.
Invictus Private Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Invictus Private Wealth's iShares MSCI Emerging Markets ETF position peaked at $3.17M in Q4 2023.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Invictus Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.