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

Parcion Private 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	$8.47M	Sell	149,130 -2,241	-1%	-$132K	0.53%	35
2025 Q4	$8.28M	Sell	151,371 -6,955	-4%	-$378K	0.5%	39
2025 Q3	$8.45M	Sell	158,326 -20,416	-11%	-$1.03M	0.53%	39
2025 Q2	$8.62M	Buy	178,742 +133,516	+295%	+$6M	0.62%	37
2025 Q1	$1.98M	Hold	45,226	–	–	0.16%	87
2024 Q4	$1.89M	Hold	45,226	–	–	0.14%	90
2024 Q3	$2.07M	Sell	45,226 -3,415	-7%	-$147K	0.17%	82
2024 Q2	$2.07M	Sell	48,641 -13,158	-21%	-$552K	0.19%	85
2024 Q1	$2.54M	Hold	61,799	–	–	0.22%	78
2023 Q4	$2.48M	Sell	61,799 -45,234	-42%	-$1.75M	0.23%	79
2023 Q3	$4.06M	Hold	107,033	–	–	0.42%	56
2023 Q2	$4.23M	Hold	107,033	–	–	0.43%	56
2023 Q1	$4.22M	Hold	107,033	–	–	0.44%	51
2022 Q4	$4.06M	Buy	107,033 +24,008	+29%	+$886K	0.44%	50
2022 Q3	$2.9M	Sell	83,025 -54,426	-40%	-$2.12M	0.32%	68
2022 Q2	$5.42M	Buy	137,451 +52,799	+62%	+$2.21M	0.53%	43
2022 Q1	$3.82M	Buy	+84,652	New	+$4M	0.36%	64
2021 Q4	–	Sell	-5,847	Closed	-$304K	–	195
2021 Q3	$304K	Sell	5,847 -1,490	-20%	-$77.6K	0.03%	169
2021 Q2	$405K	Hold	7,337	–	–	0.04%	147
2021 Q1	$391K	Sell	7,337 -2,887	-28%	-$158K	0.04%	147
2020 Q4	$528K	Sell	10,224 -785	-7%	-$37.7K	0.07%	126
2020 Q3	$484K	Buy	11,009 +500	+5%	+$21.9K	0.07%	128
2020 Q2	$453K	Buy	+10,509	New	+$393K	0.08%	135

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

Parcion Private Wealth's EEM Position: Q1 2026 in Review

Parcion Private Wealth reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.5% in Q1 2026, selling an estimated $132K and leaving 149,130 shares worth $8.47M. The position accounts for 0.53% of the portfolio, ranked #35.

Parcion Private Wealth first reported a position in EEM in Q2 2020 and has held it in 23 quarters since. The position peaked at $8.62M in Q2 2025. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Parcion Private Wealth held 149,130 shares of iShares MSCI Emerging Markets ETF worth $8.47M as of Q1 2026.
Parcion Private Wealth sold 2,241 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $132K.
iShares MSCI Emerging Markets ETF made up 0.53% of Parcion Private Wealth's portfolio in Q1 2026, its #35 holding.
Parcion Private Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q2 2020 and has held it in 23 quarters since.
Parcion Private Wealth's iShares MSCI Emerging Markets ETF position peaked at $8.62M in Q2 2025.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.