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

Shared Vision 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 Q1	$450K	Hold	7,922	–	–	0.18%	65
2025 Q4	$469K	Hold	7,922	–	–	0.19%	63
2025 Q3	$430K	Sell	7,922 -7	-0.1%	-$352	0.18%	62
2025 Q2	$385K	Sell	7,929 -1,671	-17%	-$75.1K	0.19%	58
2025 Q1	$420K	Buy	9,600 +2,435	+34%	+$106K	0.23%	53
2024 Q4	$300K	Buy	7,165 +256	+4%	+$11.3K	0.16%	59
2024 Q3	$317K	Buy	6,909 +1,192	+21%	+$51.4K	0.17%	58
2024 Q2	$243K	Buy	+5,717	New	+$240K	0.14%	66

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 $33.2B AUM 38.15% 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

Shared Vision Wealth Group's EEM Position: Q1 2026 in Review

Shared Vision Wealth Group held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 7,922 shares worth $450K. The position accounts for 0.18% of the portfolio, ranked #65.

Shared Vision Wealth Group first reported a position in EEM in Q2 2024 and has held it in 8 quarters since. The position peaked at $469K in Q4 2025. 1,609 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Shared Vision Wealth Group held 7,922 shares of iShares MSCI Emerging Markets ETF worth $450K as of Q1 2026.
Shared Vision Wealth Group left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.18% of Shared Vision Wealth Group's portfolio in Q1 2026, its #65 holding.
Shared Vision Wealth Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2024 and has held it in 8 quarters since.
Shared Vision Wealth Group's iShares MSCI Emerging Markets ETF position peaked at $469K in Q4 2025.
1,609 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.