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

SFG 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 Q1	–	Sell	-4,344	Closed	-$238K	–	107
2025 Q4	$238K	Hold	4,344	–	–	0.09%	123
2025 Q3	$232K	Hold	4,344	–	–	0.1%	121
2025 Q2	$210K	Buy	+4,344	New	+$195K	0.13%	80
2024 Q4	–	Sell	-4,509	Closed	-$207K	–	103
2024 Q3	$207K	Buy	+4,509	New	+$194K	0.11%	88
2023 Q4	–	Sell	-7,505	Closed	-$285K	–	93
2023 Q3	$285K	Hold	7,505	–	–	0.23%	72
2023 Q2	$297K	Sell	7,505 -259	-3%	-$10.2K	0.25%	72
2023 Q1	$306K	Sell	7,764 -702	-8%	-$27.9K	0.34%	52
2022 Q4	$321K	Buy	8,466 +1,509	+22%	+$55.7K	0.4%	51
2022 Q3	$243K	Sell	6,957 -157	-2%	-$6.13K	0.33%	59
2022 Q2	$285K	Sell	7,114 -311	-4%	-$13K	0.33%	59
2022 Q1	$335K	Sell	7,425 -1,733	-19%	-$81.8K	0.31%	55
2021 Q4	$447K	Buy	+9,158	New	+$461K	0.4%	56

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return

SFG Wealth Management's EEM Position: Q1 2026 in Review

SFG Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2026, closing a stake of 4,344 shares — an estimated $238K sold.

SFG Wealth Management first reported a position in EEM in Q4 2021 and held it in 12 quarters. The position peaked at $447K in Q4 2021. 1,621 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

SFG Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
SFG Wealth Management sold 4,344 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $238K.
SFG Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 12 quarters.
SFG Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $447K in Q4 2021.
1,621 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

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