USWIA
EEM icon

UP Strategic Wealth Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

UP Strategic Wealth Investment Advisors’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 		$270K Hold
4,050
– – 0.17% 75
2025
Q4 		$243K Sell
4,050
-160
-4% -$8.7K 0.18% 76
2025
Q3 		$227K Sell
4,210
-392
-9% -$19.7K 0.17% 79
2025
Q2 		$222K Sell
4,602
-76
-2% -$3.42K 0.17% 82
2025
Q1 		$204K Buy
+4,678
New +$203K 0.18% 84
2024
Q4 		– Sell
-6,950
Closed -$319K – 83
2024
Q3 		$319K Hold
6,950
– – 0.36% 53
2024
Q2 		$296K Buy
6,950
+1,201
+21% +$50.4K 0.45% 47
2024
Q1 		$236K Buy
5,749
+25
+0.4% +$995 0.39% 51
2023
Q4 		$230K Buy
+5,724
New +$221K 0.42% 47

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
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

UP Strategic Wealth Investment Advisors's EEM Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 4,050 shares worth $270K. The position accounts for 0.17% of the portfolio, ranked #75.

UP Strategic Wealth Investment Advisors first reported a position in EEM in Q4 2023 and has held it in 9 quarters since. The position peaked at $319K in Q3 2024. 1,610 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 4,050 shares of iShares MSCI Emerging Markets ETF worth $270K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
  • iShares MSCI Emerging Markets ETF made up 0.17% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #75 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 9 quarters since.
  • UP Strategic Wealth Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $319K in Q3 2024.
  • 1,610 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.