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 Q2	$2.15M	Sell	31,499 -62	-0.2%	-$4.05K	0.12%	33
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 $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invictus Private Wealth's EEM Position: Q2 2026 in Review

Invictus Private Wealth reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.2% in Q2 2026, selling an estimated $4.05K and leaving 31,499 shares worth $2.15M. The position accounts for 0.12% of the portfolio, ranked #33.

Invictus Private Wealth first reported a position in EEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.17M in Q4 2023. 1,653 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Invictus Private Wealth held 31,499 shares of iShares MSCI Emerging Markets ETF worth $2.15M as of Q2 2026.
Invictus Private Wealth sold 62 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $4.05K.
iShares MSCI Emerging Markets ETF made up 0.12% of Invictus Private Wealth's portfolio in Q2 2026, its #33 holding.
Invictus Private Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Invictus Private Wealth's iShares MSCI Emerging Markets ETF position peaked at $3.17M in Q4 2023.
1,653 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.