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

North Berkeley 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	$394K	Sell	6,933 -247	-3%	-$14.5K	0.21%	54
2025 Q4	$393K	Buy	7,180 +2,385	+50%	+$130K	0.23%	55
2025 Q3	$256K	Sell	4,795 -40	-0.8%	-$2.01K	0.2%	56
2025 Q2	$233K	Sell	4,835 -13	-0.3%	-$585	0.21%	60
2025 Q1	$212K	Sell	4,848 -403	-8%	-$17.5K	0.22%	57
2024 Q4	$220K	Buy	+5,251	New	+$233K	0.22%	59

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

North Berkeley Wealth Management's EEM Position: Q1 2026 in Review

North Berkeley Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 3.4% in Q1 2026, selling an estimated $14.5K and leaving 6,933 shares worth $394K. The position accounts for 0.21% of the portfolio, ranked #54.

North Berkeley Wealth Management first reported a position in EEM in Q4 2024 and has held it in 6 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

North Berkeley Wealth Management held 6,933 shares of iShares MSCI Emerging Markets ETF worth $394K as of Q1 2026.
North Berkeley Wealth Management sold 247 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $14.5K.
iShares MSCI Emerging Markets ETF made up 0.21% of North Berkeley Wealth Management's portfolio in Q1 2026, its #54 holding.
North Berkeley Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.