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Joseph Group Capital Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Joseph Group Capital 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
2026
Q1 		$95.8K Sell
1,687
-398
-19% -$23.4K 0.02% 83
2025
Q4 		$114K Buy
2,085
+8
+0.4% +$435 0.03% 72
2025
Q3 		$111K Sell
2,077
-425
-17% -$21.3K 0.03% 69
2025
Q2 		$121K Sell
2,502
-77
-3% -$3.46K 0.04% 61
2025
Q1 		$113K Sell
2,579
-16
-0.6% -$695 0.04% 60
2024
Q4 		$109K Buy
2,595
+527
+25% +$23.4K 0.04% 61
2024
Q3 		$94.8K Buy
2,068
+412
+25% +$17.8K 0.04% 61
2024
Q2 		$70.5K Sell
1,656
-25
-1% -$1.05K 0.04% 56
2024
Q1 		$69.1K Sell
1,681
-733
-30% -$29.2K 0.03% 61
2023
Q4 		$97.1K Buy
2,414
+263
+12% +$10.2K 0.06% 55
2023
Q3 		$81.6K Buy
2,151
+220
+11% +$8.71K 0.06% 54
2023
Q2 		$76.4K Sell
1,931
-265
-12% -$10.4K 0.06% 57
2023
Q1 		$86.7K Sell
2,196
-2,161
-50% -$85.9K 0.08% 57
2022
Q4 		$165K Buy
4,357
+3,996
+1,107% +$147K 0.16% 54
2022
Q3 		$13K Buy
361
+1
+0.3% +$39 0.01% 70
2022
Q2 		$14K Sell
360
-16
-4% -$671 0.01% 64
2022
Q1 		$17K Sell
376
-125
-25% -$5.9K 0.02% 62
2021
Q4 		$24K Buy
+501
New +$25.2K 0.02% 62

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

Joseph Group Capital Management's EEM Position: Q1 2026 in Review

Joseph Group Capital Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 19% in Q1 2026, selling an estimated $23.4K and leaving 1,687 shares worth $95.8K. The position accounts for 0.02% of the portfolio, ranked #83.

Joseph Group Capital Management first reported a position in EEM in Q4 2021 and has held it in 18 quarters since. The position peaked at $165K in Q4 2022. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Joseph Group Capital Management held 1,687 shares of iShares MSCI Emerging Markets ETF worth $95.8K as of Q1 2026.
  • Joseph Group Capital Management sold 398 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $23.4K.
  • iShares MSCI Emerging Markets ETF made up 0.02% of Joseph Group Capital Management's portfolio in Q1 2026, its #83 holding.
  • Joseph Group Capital Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Joseph Group Capital Management's iShares MSCI Emerging Markets ETF position peaked at $165K in Q4 2022.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.