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WealthBridge Investment Counsel’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

WealthBridge Investment Counsel’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
2025
Q4 		– Sell
-221,895
Closed -$11.8M – 44
2025
Q3 		$11.8M Sell
221,895
-60
-0% -$3.01K 3.65% 8
2025
Q2 		$10.7M Sell
221,955
-3,655
-2% -$164K 3.47% 8
2025
Q1 		$9.86M Sell
225,610
-1,100
-0.5% -$47.8K 3.59% 7
2024
Q4 		$9.48M Sell
226,710
-500
-0.2% -$22.2K 3.48% 10
2024
Q3 		$10.4M Sell
227,210
-2,600
-1% -$112K 3.7% 7
2024
Q2 		$9.79M Sell
229,810
-800
-0.3% -$33.6K 3.74% 9
2024
Q1 		$9.47M Sell
230,610
-9,700
-4% -$386K 3.51% 9
2023
Q4 		$9.66M Sell
240,310
-4,660
-2% -$180K 3.87% 6
2023
Q3 		$9.3M Sell
244,970
-3,000
-1% -$119K 4.05% 5
2023
Q2 		$9.81M Sell
247,970
-1,700
-0.7% -$66.9K 4.13% 7
2023
Q1 		$9.85M Sell
249,670
-8,700
-3% -$346K 4.36% 3
2022
Q4 		$9.79M Sell
258,370
-25,150
-9% -$928K 4.28% 4
2022
Q3 		$9.89M Buy
283,520
+5,675
+2% +$221K 5.21% 1
2022
Q2 		$11.1M Sell
277,845
-10,025
-3% -$421K 5.65% 1
2022
Q1 		$13M Sell
287,870
-49,215
-15% -$2.32M 5.74% 1
2021
Q4 		$16.5M Buy
337,085
+45
+0% +$2.26K 6.98% 1
2021
Q3 		$17M Sell
337,040
-15,100
-4% -$786K 7.63% 1
2021
Q2 		$19.4M Buy
352,140
+14,200
+4% +$772K 8.6% 1
2021
Q1 		$18M Buy
337,940
+9,785
+3% +$536K 8.81% 1
2020
Q4 		$17M Buy
328,155
+18,510
+6% +$890K 8.87% 1
2020
Q3 		$13.7M Buy
309,645
+30,400
+11% +$1.33M 8.32% 1
2020
Q2 		$11.2M Buy
279,245
+26,280
+10% +$984K 7.41% 1
2020
Q1 		$8.63M Sell
252,965
-98,395
-28% -$4.04M 7.33% 1
2019
Q4 		$15.8M Buy
+351,360
New +$15.1M 8.94% 1

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthBridge Investment Counsel's EEM Position: Q4 2025 in Review

WealthBridge Investment Counsel sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2025, closing a stake of 221,895 shares — an estimated $11.8M sold.

WealthBridge Investment Counsel first reported a position in EEM in Q4 2019 and held it in 24 quarters. The position peaked at $19.4M in Q2 2021. 1,520 funds tracked by Wall St. Rank hold EEM as of Q4 2025.

  • WealthBridge Investment Counsel reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • WealthBridge Investment Counsel sold 221,895 iShares MSCI Emerging Markets ETF shares in Q4 2025, an estimated $11.8M.
  • WealthBridge Investment Counsel first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and held it in 24 quarters.
  • WealthBridge Investment Counsel's iShares MSCI Emerging Markets ETF position peaked at $19.4M in Q2 2021.
  • 1,520 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2025.

Based on WealthBridge Investment Counsel's 13F filing for Q4 2025, filed 22 Jan 2026.