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

Obermeyer Wealth Partners’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	$1.47M	Sell	25,911 -1,856	-7%	-$109K	0.07%	93
2025 Q4	$1.52M	Sell	27,767 -124	-0.4%	-$6.74K	0.07%	87
2025 Q3	$1.49M	Buy	27,891 +332	+1%	+$16.7K	0.07%	88
2025 Q2	$1.33M	Hold	27,559	–	–	0.07%	88
2025 Q1	$1.2M	Buy	27,559 +1,189	+5%	+$51.6K	0.06%	87
2024 Q4	$1.1M	Buy	26,370 +132	+0.5%	+$5.85K	0.06%	96
2024 Q3	$1.2M	Hold	26,238	–	–	0.06%	95
2024 Q2	$1.12M	Sell	26,238 -1,205	-4%	-$50.5K	0.06%	96
2024 Q1	$1.13M	Buy	27,443 +1,083	+4%	+$43.1K	0.07%	93
2023 Q4	$1.06M	Hold	26,360	–	–	0.07%	71
2023 Q3	$1M	Hold	26,360	–	–	0.07%	65
2023 Q2	$1.04M	Buy	26,360 +251	+1%	+$9.87K	0.08%	68
2023 Q1	$1.03M	Hold	26,109	–	–	0.08%	70
2022 Q4	$990K	Buy	26,109 +274	+1%	+$10.1K	0.07%	73
2022 Q3	$901K	Buy	25,835 +131	+0.5%	+$5.11K	0.07%	69
2022 Q2	$1.03M	Buy	25,704 +5,066	+25%	+$213K	0.08%	67
2022 Q1	$932K	Buy	20,638 +9	+0%	+$425	0.06%	78
2021 Q4	$1.01M	Buy	20,629 +1,227	+6%	+$61.7K	0.05%	74
2021 Q3	$977K	Hold	19,402	–	–	0.05%	75
2021 Q2	$1.07M	Buy	19,402 +71	+0.4%	+$3.86K	0.06%	74
2021 Q1	$1.03M	Buy	19,331 +805	+4%	+$44.1K	0.06%	77
2020 Q4	$957K	Buy	18,526 +1,059	+6%	+$50.9K	0.06%	63
2020 Q3	$770K	Buy	17,467 +1,393	+9%	+$61.1K	0.06%	64
2020 Q2	$643K	Buy	16,074 +91	+0.6%	+$3.41K	0.05%	63
2020 Q1	$546K	Hold	15,983	–	–	0.06%	61
2019 Q4	$717K	Buy	15,983 +38	+0.2%	+$1.63K	0.06%	66
2019 Q3	$652K	Hold	15,945	–	–	0.06%	65
2019 Q2	$684K	Buy	15,945 +2,613	+20%	+$111K	0.06%	65
2019 Q1	$572K	Buy	13,332 +6,120	+85%	+$258K	0.05%	72
2018 Q4	$282K	Buy	+7,212	New	+$289K	0.03%	96
2013 Q3	–	Sell	-70	Closed	-$3K	–	131
2013 Q2	$3K	Buy	+70	New	+$2.9K	﹤0.01%	326

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

Obermeyer Wealth Partners's EEM Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 6.7% in Q1 2026, selling an estimated $109K and leaving 25,911 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #93.

Obermeyer Wealth Partners first reported a position in EEM in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.52M in Q4 2025. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Obermeyer Wealth Partners held 25,911 shares of iShares MSCI Emerging Markets ETF worth $1.47M as of Q1 2026.
Obermeyer Wealth Partners sold 1,856 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $109K.
iShares MSCI Emerging Markets ETF made up 0.07% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #93 holding.
Obermeyer Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 31 quarters since.
Obermeyer Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $1.52M in Q4 2025.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.