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Legacy Capital Group California’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Legacy Capital Group California’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 		$1.83M Buy
32,151
+15,770
+96% +$928K 0.69% 21
2025
Q4 		$896K Buy
16,381
+3
+0% +$163 0.22% 121
2025
Q3 		$875K Sell
16,378
-4,094
-20% -$206K 0.22% 120
2025
Q2 		$988K Buy
20,472
+979
+5% +$44K 0.27% 97
2025
Q1 		$852K Sell
19,493
-3,220
-14% -$140K 0.3% 85
2024
Q4 		$950K Buy
22,713
+155
+0.7% +$6.87K 0.29% 81
2024
Q3 		$1.03M Buy
22,558
+9,575
+74% +$413K 0.34% 66
2024
Q2 		$553K Buy
12,983
+548
+4% +$23K 0.2% 150
2024
Q1 		$511K Sell
12,435
-379
-3% -$15.1K 0.19% 169
2023
Q4 		$515K Buy
12,814
+890
+7% +$34.4K 0.2% 154
2023
Q3 		$453K Buy
11,924
+3,041
+34% +$120K 0.19% 157
2023
Q2 		$351K Buy
+8,883
New +$349K 0.14% 196

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

Legacy Capital Group California's EEM Position: Q1 2026 in Review

Legacy Capital Group California increased its iShares MSCI Emerging Markets ETF (EEM) stake by 96% in Q1 2026, buying an estimated $928K and bringing the position to 32,151 shares worth $1.83M. The position accounts for 0.69% of the portfolio, ranked #21.

Legacy Capital Group California first reported a position in EEM in Q2 2023 and has held it in 12 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Legacy Capital Group California held 32,151 shares of iShares MSCI Emerging Markets ETF worth $1.83M as of Q1 2026.
  • Legacy Capital Group California bought 15,770 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $928K.
  • iShares MSCI Emerging Markets ETF made up 0.69% of Legacy Capital Group California's portfolio in Q1 2026, its #21 holding.
  • Legacy Capital Group California first reported a position in iShares MSCI Emerging Markets ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.