Wealthspire Advisors (New York)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Wealthspire Advisors (New York)’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 Q2	$4.93M	Buy	72,139 +6,195	+9%	+$405K	0.03%	266
2026 Q1	$3.74M	Buy	65,944 +14,403	+28%	+$847K	0.03%	190
2025 Q4	$2.82M	Sell	51,541 -59,891	-54%	-$3.26M	0.02%	238
2025 Q3	$5.95M	Buy	111,432 +1,966	+2%	+$98.7K	0.03%	152
2025 Q2	$5.28M	Buy	109,466 +11,732	+12%	+$528K	0.03%	155
2025 Q1	$4.27M	Buy	97,734 +19,389	+25%	+$842K	0.03%	173
2024 Q4	$3.28M	Sell	78,345 -13,373	-15%	-$593K	0.03%	184
2024 Q3	$4.21M	Buy	91,718 +19,113	+26%	+$824K	0.04%	157
2024 Q2	$3.09M	Buy	72,605 +31,788	+78%	+$1.33M	0.04%	148
2024 Q1	$1.68M	Sell	40,817 -1,166	-3%	-$46.4K	0.02%	230
2023 Q4	$1.69M	Buy	41,983 +7,466	+22%	+$288K	0.02%	222
2023 Q3	$1.31M	Buy	34,517 +1,187	+4%	+$47K	0.02%	235
2023 Q2	$1.32M	Sell	33,330 -670	-2%	-$26.3K	0.02%	210
2023 Q1	$1.34M	Buy	34,000 +877	+3%	+$34.9K	0.02%	199
2022 Q4	$1.26M	Buy	33,123 +24,430	+281%	+$901K	0.02%	217
2022 Q3	$303K	Buy	8,693 +2,262	+35%	+$88.3K	0.01%	412
2022 Q2	$258K	Buy	+6,431	New	+$270K	0.01%	434
2021 Q4	–	Sell	-4,318	Closed	-$218K	–	565
2021 Q3	$218K	Buy	+4,318	New	+$225K	﹤0.01%	533
2021 Q1	–	Sell	-6,082	Closed	-$314K	–	705
2020 Q4	$314K	Buy	+6,082	New	+$292K	0.01%	423
2020 Q2	–	Sell	-14,960	Closed	-$511K	–	343
2020 Q1	$511K	Buy	+14,960	New	+$614K	0.02%	288

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthspire Advisors (New York)'s EEM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares MSCI Emerging Markets ETF (EEM) stake by 9.4% in Q2 2026, buying an estimated $405K and bringing the position to 72,139 shares worth $4.93M. The position accounts for 0.03% of the portfolio, ranked #266.

Wealthspire Advisors (New York) first reported a position in EEM in Q1 2020 and has held it in 20 quarters since. The position peaked at $5.95M in Q3 2025. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Wealthspire Advisors (New York) held 72,139 shares of iShares MSCI Emerging Markets ETF worth $4.93M as of Q2 2026.
Wealthspire Advisors (New York) bought 6,195 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $405K.
iShares MSCI Emerging Markets ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #266 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI Emerging Markets ETF position peaked at $5.95M in Q3 2025.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.