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

Napa 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
2025 Q3	$1.07M	Buy	+19,994	New	+$1M	0.5%	49

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Napa Wealth Management's EEM Position: Q3 2025 in Review

Napa Wealth Management opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q3 2025: 19,994 shares worth $1.07M. The stake represents 0.5% of the portfolio and ranks #49 among its holdings.

1,414 funds tracked by Wall St. Rank hold EEM as of Q3 2025.

Napa Wealth Management held 19,994 shares of iShares MSCI Emerging Markets ETF worth $1.07M as of Q3 2025.
iShares MSCI Emerging Markets ETF was a new Napa Wealth Management position in Q3 2025.
iShares MSCI Emerging Markets ETF made up 0.5% of Napa Wealth Management's portfolio in Q3 2025, its #49 holding.
1,414 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.