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

Tradition 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	$341K	Buy	6,009 +173	+3%	+$10.2K	0.02%	359
2025 Q4	$319K	Hold	5,836	–	–	0.02%	366
2025 Q3	$312K	Hold	5,836	–	–	0.02%	363
2025 Q2	$282K	Buy	5,836 +45	+0.8%	+$2.02K	0.02%	365
2025 Q1	$253K	Hold	5,791	–	–	0.02%	368
2024 Q4	$242K	Hold	5,791	–	–	0.02%	362
2024 Q3	$266K	Hold	5,791	–	–	0.02%	346
2024 Q2	$247K	Hold	5,791	–	–	0.02%	345
2024 Q1	$238K	Sell	5,791 -220,400	-97%	-$8.77M	0.02%	342
2023 Q4	$12.4M	Buy	226,191 +100,402	+80%	+$3.88M	1.3%	18
2023 Q3	$6.2M	Buy	125,789 +2,973	+2%	+$118K	0.74%	33
2023 Q2	$6.31M	Buy	122,816 +145	+0.1%	+$5.7K	0.74%	33
2023 Q1	$5.98M	Buy	122,671 +6,362	+5%	+$253K	0.74%	37
2022 Q4	$5.45M	Buy	116,309 +50,593	+77%	+$1.87M	0.77%	40
2022 Q3	$2.83M	Sell	65,716 -3,470	-5%	-$135K	0.43%	58
2022 Q2	$3.24M	Buy	69,186 +60,820	+727%	+$2.55M	0.47%	60
2022 Q1	$378K	Sell	8,366 -4	-0%	-$189	0.05%	220
2021 Q4	$409K	Buy	8,370 +10	+0.1%	+$503	0.05%	202
2021 Q3	$421K	Buy	8,360 +5	+0.1%	+$260	0.06%	188
2021 Q2	$461K	Buy	8,355 +203	+2%	+$11K	0.07%	185
2021 Q1	$435K	Buy	8,152 +187	+2%	+$10.2K	0.08%	171
2020 Q4	$412K	Buy	+7,965	New	+$383K	0.08%	164

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

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

Tradition Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 3% in Q1 2026, buying an estimated $10.2K and bringing the position to 6,009 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #359.

Tradition Wealth Management first reported a position in EEM in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.4M in Q4 2023. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Tradition Wealth Management held 6,009 shares of iShares MSCI Emerging Markets ETF worth $341K as of Q1 2026.
Tradition Wealth Management bought 173 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $10.2K.
iShares MSCI Emerging Markets ETF made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #359 holding.
Tradition Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
Tradition Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $12.4M in Q4 2023.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.