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

Spire 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 Q2	$4.94M	Buy	72,262 +3,596	+5%	+$235K	0.15%	140
2026 Q1	$3.9M	Buy	68,666 +4,923	+8%	+$290K	0.13%	154
2025 Q4	$3.49M	Buy	63,743 +693	+1%	+$37.7K	0.12%	161
2025 Q3	$3.37M	Buy	63,050 +14,208	+29%	+$713K	0.11%	151
2025 Q2	$2.36M	Sell	48,842 -789	-2%	-$35.5K	0.08%	204
2025 Q1	$2.17M	Buy	49,631 +383	+0.8%	+$16.6K	0.07%	251
2024 Q4	$2.06M	Sell	49,248 -528	-1%	-$23.4K	0.06%	239
2024 Q3	$2.28M	Buy	49,776 +1,717	+4%	+$74K	0.08%	206
2024 Q2	$2.05M	Sell	48,059 -2,764	-5%	-$116K	0.07%	227
2024 Q1	$2.09M	Buy	50,823 +1,464	+3%	+$58.3K	0.04%	247
2023 Q4	$1.89M	Sell	49,359 -2,796	-5%	-$108K	0.06%	250
2023 Q3	$1.98M	Sell	52,155 -551	-1%	-$21.8K	0.08%	221
2023 Q2	$2.09M	Sell	52,706 -1,829	-3%	-$71.9K	0.08%	228
2023 Q1	$2.15M	Buy	54,535 +11,094	+26%	+$441K	0.08%	219
2022 Q4	$1.65M	Sell	43,441 -159	-0.4%	-$5.87K	0.09%	174
2022 Q3	$1.52M	Sell	43,600 -15,828	-27%	-$618K	0.09%	157
2022 Q2	$2.38M	Sell	59,428 -1,995	-3%	-$83.7K	0.1%	180
2022 Q1	$2.77M	Sell	61,423 -7,526	-11%	-$355K	0.07%	225
2021 Q4	$3.37M	Sell	68,949 -10,318	-13%	-$519K	0.07%	225
2021 Q3	$3.99M	Sell	79,267 -9,073	-10%	-$472K	0.11%	185
2021 Q2	$4.87M	Buy	88,340 +4,152	+5%	+$226K	0.13%	167
2021 Q1	$4.24M	Buy	+84,188	New	+$4.61M	0.11%	175

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Spire Wealth Management's EEM Position: Q2 2026 in Review

Spire Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 5.2% in Q2 2026, buying an estimated $235K and bringing the position to 72,262 shares worth $4.94M. The position accounts for 0.15% of the portfolio, ranked #140.

Spire Wealth Management first reported a position in EEM in Q1 2021 and has held it in 22 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Spire Wealth Management held 72,262 shares of iShares MSCI Emerging Markets ETF worth $4.94M as of Q2 2026.
Spire Wealth Management bought 3,596 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $235K.
iShares MSCI Emerging Markets ETF made up 0.15% of Spire Wealth Management's portfolio in Q2 2026, its #140 holding.
Spire Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and has held it in 22 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.