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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$285K Hold
5,017
0.07% 73
2025
Q4
$274K Sell
5,017
-45
-0.9% -$2.45K 0.07% 76
2025
Q3
$270K Hold
5,062
0.07% 74
2025
Q2
$244K Hold
5,062
0.08% 73
2025
Q1
$221K Hold
5,062
0.08% 77
2024
Q4
$212K Hold
5,062
0.08% 78
2024
Q3
$232K Hold
5,062
0.09% 69
2024
Q2
$216K Hold
5,062
0.09% 72
2024
Q1
$208K Sell
5,062
-10
-0.2% -$398 0.09% 66
2023
Q4
$204K Buy
+5,072
New +$196K 0.1% 65

Other funds holding EEM

Private Wealth Management Group's EEM Position: Q1 2026 in Review

Private Wealth Management Group held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 5,017 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #73.

Private Wealth Management Group first reported a position in EEM in Q4 2023 and has held it in 10 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Private Wealth Management Group held 5,017 shares of iShares MSCI Emerging Markets ETF worth $285K as of Q1 2026.
  • Private Wealth Management Group left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
  • iShares MSCI Emerging Markets ETF made up 0.07% of Private Wealth Management Group's portfolio in Q1 2026, its #73 holding.
  • Private Wealth Management Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.