LMG Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

LMG Wealth Partners’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	$300K	Hold	5,274	–	–	0.05%	131
2025 Q4	$289K	Sell	5,274 -2,385	-31%	-$130K	0.05%	132
2025 Q3	$409K	Sell	7,659 -337	-4%	-$16.9K	0.08%	118
2025 Q2	$386K	Hold	7,996	–	–	0.08%	107
2025 Q1	$349K	Hold	7,996	–	–	0.08%	110
2024 Q4	$334K	Hold	7,996	–	–	0.07%	107
2024 Q3	$367K	Hold	7,996	–	–	0.08%	96
2024 Q2	$341K	Hold	7,996	–	–	0.08%	99
2024 Q1	$328K	Sell	7,996 -54	-0.7%	-$2.15K	0.08%	102
2023 Q4	$324K	Hold	8,050	–	–	0.09%	84
2023 Q3	$305K	Hold	8,050	–	–	0.09%	85
2023 Q2	$318K	Hold	8,050	–	–	0.1%	87
2023 Q1	$318K	Hold	8,050	–	–	0.1%	88
2022 Q4	$331K	Buy	+8,050	New	+$297K	0.11%	87

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

LMG Wealth Partners's EEM Position: Q1 2026 in Review

LMG Wealth Partners held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 5,274 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #131.

LMG Wealth Partners first reported a position in EEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $409K in Q3 2025. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

LMG Wealth Partners held 5,274 shares of iShares MSCI Emerging Markets ETF worth $300K as of Q1 2026.
LMG Wealth Partners left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.05% of LMG Wealth Partners's portfolio in Q1 2026, its #131 holding.
LMG Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $409K in Q3 2025.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.