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

Simplicity 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	–	Sell	-5,141	Closed	-$281K	–	770
2025 Q4	$281K	Sell	5,141 -18,355	-78%	-$998K	0.02%	575
2025 Q3	$1.25M	Sell	23,496 -7,392	-24%	-$371K	0.07%	254
2025 Q2	$1.49M	Buy	30,888 +1,610	+5%	+$72.4K	0.06%	252
2025 Q1	$1.28M	Sell	29,278 -3,176	-10%	-$138K	0.1%	212
2024 Q4	$1.36M	Buy	32,454 +8,718	+37%	+$386K	0.28%	65
2024 Q3	$1.09M	Buy	23,736 +16,266	+218%	+$701K	0.1%	183
2024 Q2	$318K	Hold	7,470	–	–	0.01%	929
2024 Q1	$307K	Buy	+7,470	New	+$297K	0.01%	910

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

Simplicity Wealth's EEM Position: Q1 2026 in Review

Simplicity Wealth sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2026, closing a stake of 5,141 shares — an estimated $281K sold.

Simplicity Wealth first reported a position in EEM in Q1 2024 and held it in 8 quarters. The position peaked at $1.49M in Q2 2025. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Simplicity Wealth reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
Simplicity Wealth sold 5,141 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $281K.
Simplicity Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q1 2024 and held it in 8 quarters.
Simplicity Wealth's iShares MSCI Emerging Markets ETF position peaked at $1.49M in Q2 2025.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.