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 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 $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s EEM Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares MSCI Emerging Markets ETF (EEM) stake by 28% in Q1 2026, buying an estimated $847K and bringing the position to 65,944 shares worth $3.74M. The position accounts for 0.03% of the portfolio, ranked #190.

Wealthspire Advisors (New York) first reported a position in EEM in Q1 2020 and has held it in 19 quarters since. The position peaked at $5.95M in Q3 2025. 1,613 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Wealthspire Advisors (New York) held 65,944 shares of iShares MSCI Emerging Markets ETF worth $3.74M as of Q1 2026.
Wealthspire Advisors (New York) bought 14,403 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $847K.
iShares MSCI Emerging Markets ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #190 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 19 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI Emerging Markets ETF position peaked at $5.95M in Q3 2025.
1,613 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.