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 Q2	$451K	Sell	6,587 -346	-5%	-$22.6K	0.18%	54
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 $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

North Berkeley Wealth Management's EEM Position: Q2 2026 in Review

North Berkeley Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 5% in Q2 2026, selling an estimated $22.6K and leaving 6,587 shares worth $451K. The position accounts for 0.18% of the portfolio, ranked #54.

North Berkeley Wealth Management first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

North Berkeley Wealth Management held 6,587 shares of iShares MSCI Emerging Markets ETF worth $451K as of Q2 2026.
North Berkeley Wealth Management sold 346 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $22.6K.
iShares MSCI Emerging Markets ETF made up 0.18% of North Berkeley Wealth Management's portfolio in Q2 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 7 quarters since.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.