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

Private Wealth Group’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	$339K	Hold	4,960	–	–	0.13%	57
2026 Q1	$282K	Hold	4,960	–	–	0.13%	55
2025 Q4	$271K	Hold	4,960	–	–	0.13%	59
2025 Q3	$265K	Hold	4,960	–	–	0.13%	58
2025 Q2	$239K	Hold	4,960	–	–	0.13%	60
2025 Q1	$217K	Sell	4,960 -13,608	-73%	-$591K	0.13%	55
2024 Q4	$777K	Hold	18,568	–	–	0.38%	39
2024 Q3	$852K	Hold	18,568	–	–	0.43%	38
2024 Q2	$791K	Hold	18,568	–	–	0.42%	37
2024 Q1	$763K	Hold	18,568	–	–	0.4%	37
2023 Q4	$747K	Sell	18,568 -15,728	-46%	-$607K	0.42%	35
2023 Q3	$1.3M	Sell	34,296 -681	-2%	-$27K	0.85%	22
2023 Q2	$1.38M	Sell	34,977 -1,320	-4%	-$51.9K	1.42%	20
2023 Q1	$1.43M	Buy	36,297 +1,320	+4%	+$52.5K	1.97%	14
2022 Q4	$1.33M	Sell	34,977 -27,000	-44%	-$996K	1.88%	17
2022 Q3	$2.16M	Buy	61,977 +17,813	+40%	+$695K	3.38%	8
2022 Q2	$1.77M	Buy	44,164 +15,971	+57%	+$670K	2.19%	13
2022 Q1	$1.27M	Buy	28,193 +4,897	+21%	+$231K	0.94%	21
2021 Q4	$1.14M	Sell	23,296 -1,976	-8%	-$99.4K	0.77%	22
2021 Q3	$1.27M	Buy	25,272 +12,279	+95%	+$639K	0.84%	22
2021 Q2	$717K	Buy	12,993 +1,850	+17%	+$101K	0.47%	29
2021 Q1	$594K	Buy	+11,143	New	+$610K	0.42%	28
2020 Q1	–	Sell	-15,548	Closed	-$698K	–	30
2019 Q4	$698K	Buy	+15,548	New	+$667K	0.73%	24
2018 Q2	–	Sell	-86,776	Closed	-$4.19M	–	28
2018 Q1	$4.19M	Buy	86,776 +12,065	+16%	+$592K	7.12%	5
2017 Q4	$3.52M	Buy	+74,711	New	+$3.46M	4.06%	9

Other funds holding EEM

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Private Wealth Group's EEM Position: Q2 2026 in Review

Private Wealth Group held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 4,960 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #57.

Private Wealth Group first reported a position in EEM in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.19M in Q1 2018. 703 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Private Wealth Group held 4,960 shares of iShares MSCI Emerging Markets ETF worth $339K as of Q2 2026.
Private Wealth Group left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.13% of Private Wealth Group's portfolio in Q2 2026, its #57 holding.
Private Wealth Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 25 quarters since.
Private Wealth Group's iShares MSCI Emerging Markets ETF position peaked at $4.19M in Q1 2018.
703 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.