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

NewEdge Wealth’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	$2.87M	Sell	50,600 -2,119	-4%	-$125K	0.03%	339
2025 Q4	$2.88M	Buy	52,719 +30,516	+137%	+$1.66M	0.03%	357
2025 Q3	$1.22M	Buy	22,203 +4,172	+23%	+$210K	0.02%	510
2025 Q2	$892K	Buy	18,031 +3,874	+27%	+$174K	0.01%	564
2025 Q1	$619K	Sell	14,157 -11,807	-45%	-$513K	0.01%	585
2024 Q4	$1.09M	Buy	25,964 +11,199	+76%	+$496K	0.02%	461
2024 Q3	$677K	Buy	14,765 +404	+3%	+$17.4K	0.01%	549
2024 Q2	$612K	Buy	14,361 +1,158	+9%	+$48.6K	0.01%	505
2024 Q1	$556K	Sell	13,203 -7,395	-36%	-$294K	0.01%	537
2023 Q4	$828K	Buy	+20,598	New	+$795K	0.02%	431
2023 Q1	–	Sell	-6,273	Closed	-$238K	–	620
2022 Q4	$238K	Buy	+6,273	New	+$231K	0.01%	487

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

NewEdge Wealth's EEM Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 4% in Q1 2026, selling an estimated $125K and leaving 50,600 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #339.

NewEdge Wealth first reported a position in EEM in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.88M in Q4 2025. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

NewEdge Wealth held 50,600 shares of iShares MSCI Emerging Markets ETF worth $2.87M as of Q1 2026.
NewEdge Wealth sold 2,119 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $125K.
iShares MSCI Emerging Markets ETF made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #339 holding.
NewEdge Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 11 quarters since.
NewEdge Wealth's iShares MSCI Emerging Markets ETF position peaked at $2.88M in Q4 2025.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.