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

Wealth Dimensions 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 		$323K Sell
5,679
-59
-1% -$3.47K 0.06% 135
2025
Q4 		$314K Sell
5,738
-362
-6% -$19.7K 0.06% 128
2025
Q3 		$326K Sell
6,100
-8
-0.1% -$402 0.07% 128
2025
Q2 		$295K Sell
6,108
-115
-2% -$5.17K 0.06% 131
2025
Q1 		$272K Hold
6,223
– – 0.06% 133
2024
Q4 		$260K Hold
6,223
– – 0.06% 128
2024
Q3 		$285K Sell
6,223
-20
-0.3% -$862 0.07% 118
2024
Q2 		$266K Sell
6,243
-166
-3% -$6.96K 0.08% 120
2024
Q1 		$263K Hold
6,409
– – 0.08% 118
2023
Q4 		$258K Sell
6,409
-144
-2% -$5.56K 0.08% 117
2023
Q3 		$249K Sell
6,553
-250
-4% -$9.9K 0.09% 115
2023
Q2 		$269K Sell
6,803
-91
-1% -$3.58K 0.1% 113
2023
Q1 		$272K Sell
6,894
-60
-0.9% -$2.39K 0.11% 106
2022
Q4 		$264K Hold
6,954
– – 0.11% 110
2022
Q3 		$243K Sell
6,954
-80
-1% -$3.12K 0.12% 104
2022
Q2 		$282K Hold
7,034
– – 0.13% 100
2022
Q1 		$318K Hold
7,034
– – 0.15% 101
2021
Q4 		$344K Sell
7,034
-38
-0.5% -$1.91K 0.17% 93
2021
Q3 		$356K Buy
7,072
+56
+0.8% +$2.92K 0.23% 91
2021
Q2 		$387K Hold
7,016
– – 0.26% 79
2021
Q1 		$374K Buy
7,016
+2,120
+43% +$116K 0.29% 78
2020
Q4 		$253K Buy
+4,896
New +$235K 0.22% 91

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 $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

Wealth Dimensions Group's EEM Position: Q1 2026 in Review

Wealth Dimensions Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1% in Q1 2026, selling an estimated $3.47K and leaving 5,679 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #135.

Wealth Dimensions Group first reported a position in EEM in Q4 2020 and has held it in 22 quarters since. The position peaked at $387K in Q2 2021. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Wealth Dimensions Group held 5,679 shares of iShares MSCI Emerging Markets ETF worth $323K as of Q1 2026.
  • Wealth Dimensions Group sold 59 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $3.47K.
  • iShares MSCI Emerging Markets ETF made up 0.06% of Wealth Dimensions Group's portfolio in Q1 2026, its #135 holding.
  • Wealth Dimensions Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's iShares MSCI Emerging Markets ETF position peaked at $387K in Q2 2021.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.