Jupiter Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$249K Sell
3,700
-75
-2% -$4.41K 0.1% 78
2025
Q4
$230K Hold
3,775
0.1% 73
2025
Q3
$202K Buy
+3,775
New +$190K 0.1% 82

Other funds holding EEM

Jupiter Wealth Management's EEM Position: Q1 2026 in Review

Jupiter Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2% in Q1 2026, selling an estimated $4.41K and leaving 3,700 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #78.

Jupiter Wealth Management first reported a position in EEM in Q3 2025 and has held it in 3 quarters since. 1,609 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Jupiter Wealth Management held 3,700 shares of iShares MSCI Emerging Markets ETF worth $249K as of Q1 2026.
  • Jupiter Wealth Management sold 75 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $4.41K.
  • iShares MSCI Emerging Markets ETF made up 0.1% of Jupiter Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Jupiter Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,609 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.