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Wealthedge Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Wealthedge 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 		$3.52M Sell
61,957
-17,363
-22% -$1.02M 1.29% 25
2025
Q4 		$4.34M Buy
79,320
+828
+1% +$45K 1.61% 18
2025
Q3 		$4.19M Buy
78,492
+53,551
+215% +$2.69M 1.59% 19
2025
Q2 		$1.2M Sell
24,941
-8,782
-26% -$395K 0.5% 60
2025
Q1 		$1.47M Sell
33,723
-78,700
-70% -$3.42M 0.66% 45
2024
Q4 		$4.7M Buy
+112,423
New +$4.98M 2.12% 11

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

Wealthedge Investment Advisors's EEM Position: Q1 2026 in Review

Wealthedge Investment Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 22% in Q1 2026, selling an estimated $1.02M and leaving 61,957 shares worth $3.52M. The position accounts for 1.29% of the portfolio, ranked #25.

Wealthedge Investment Advisors first reported a position in EEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.7M in Q4 2024. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Wealthedge Investment Advisors held 61,957 shares of iShares MSCI Emerging Markets ETF worth $3.52M as of Q1 2026.
  • Wealthedge Investment Advisors sold 17,363 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.02M.
  • iShares MSCI Emerging Markets ETF made up 1.29% of Wealthedge Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • Wealthedge Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • Wealthedge Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $4.7M in Q4 2024.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.