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 Q2	$5.24M	Buy	76,639 +26,039	+51%	+$1.7M	0.05%	227
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 $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Wealth's EEM Position: Q2 2026 in Review

NewEdge Wealth increased its iShares MSCI Emerging Markets ETF (EEM) stake by 51% in Q2 2026, buying an estimated $1.7M and bringing the position to 76,639 shares worth $5.24M. The position accounts for 0.05% of the portfolio, ranked #227.

NewEdge Wealth first reported a position in EEM in Q4 2022 and has held it in 12 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

NewEdge Wealth held 76,639 shares of iShares MSCI Emerging Markets ETF worth $5.24M as of Q2 2026.
NewEdge Wealth bought 26,039 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.7M.
iShares MSCI Emerging Markets ETF made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #227 holding.
NewEdge Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 12 quarters since.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.