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

Meridian Wealth 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	$3.92M	Buy	69,084 +2,000	+3%	+$118K	0.14%	134
2025 Q4	$3.67M	Buy	67,084 +82	+0.1%	+$4.46K	0.13%	145
2025 Q3	$3.58M	Buy	67,002 +2,739	+4%	+$138K	0.14%	143
2025 Q2	$3.1M	Sell	64,263 -2,582	-4%	-$116K	0.13%	157
2025 Q1	$2.92M	Buy	66,845 +5,361	+9%	+$233K	0.14%	153
2024 Q4	$2.57M	Buy	61,484 +316	+0.5%	+$14K	0.12%	162
2024 Q3	$2.81M	Buy	+61,168	New	+$2.64M	0.14%	153
2024 Q2	–	Sell	-62,848	Closed	-$2.58M	–	352
2024 Q1	$2.58M	Sell	62,848 -116	-0.2%	-$4.62K	0.43%	46
2023 Q4	$2.53M	Sell	62,964 -63,086	-50%	-$2.44M	0.16%	146
2023 Q3	$4.78M	Buy	126,050 +49,320	+64%	+$1.95M	0.29%	68
2023 Q2	$3.04M	Buy	76,730 +1,475	+2%	+$58K	0.26%	80
2023 Q1	$2.97M	Buy	75,255 +571	+0.8%	+$22.7K	0.26%	87
2022 Q4	$2.83M	Buy	74,684 +8,235	+12%	+$304K	0.28%	82
2022 Q3	$2.32M	Sell	66,449 -7,072	-10%	-$276K	0.25%	95
2022 Q2	$2.95M	Buy	73,521 +3,425	+5%	+$144K	0.24%	101
2022 Q1	$3.17M	Sell	70,096 -1,078	-2%	-$50.9K	0.35%	65
2021 Q4	$3.48M	Buy	71,174 +4,176	+6%	+$210K	0.37%	57
2021 Q3	$3.38M	Sell	66,998 -26,709	-29%	-$1.39M	0.42%	49
2021 Q2	$5.17M	Buy	93,707 +10,245	+12%	+$557K	0.66%	28
2021 Q1	$4.45M	Buy	83,462 +460	+0.6%	+$25.2K	0.65%	28
2020 Q4	$4.29M	Buy	83,002 +77,145	+1,317%	+$3.71M	0.68%	30
2020 Q3	$258K	Buy	+5,857	New	+$257K	0.06%	207
2020 Q1	–	Sell	-5,238	Closed	-$235K	–	213
2019 Q4	$235K	Buy	5,238 +328	+7%	+$14.1K	0.11%	177
2019 Q3	$201K	Sell	4,910 -177	-3%	-$7.31K	0.09%	194
2019 Q2	$2.18K	Buy	+5,087	New	+$216K	0.09%	190

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

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

Meridian Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 3% in Q1 2026, buying an estimated $118K and bringing the position to 69,084 shares worth $3.92M. The position accounts for 0.14% of the portfolio, ranked #134.

Meridian Wealth Management first reported a position in EEM in Q2 2019 and has held it in 25 quarters since. The position peaked at $5.17M in Q2 2021. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Meridian Wealth Management held 69,084 shares of iShares MSCI Emerging Markets ETF worth $3.92M as of Q1 2026.
Meridian Wealth Management bought 2,000 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $118K.
iShares MSCI Emerging Markets ETF made up 0.14% of Meridian Wealth Management's portfolio in Q1 2026, its #134 holding.
Meridian Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2019 and has held it in 25 quarters since.
Meridian Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $5.17M in Q2 2021.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.