Western Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Western Wealth Management’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	$788K	Buy	13,870 +7,289	+111%	+$429K	0.03%	512
2025 Q4	$360K	Buy	6,581 +2,095	+47%	+$114K	0.02%	607
2025 Q3	$240K	Hold	4,486	–	–	0.01%	680
2025 Q2	$216K	Buy	+4,486	New	+$202K	0.01%	669
2024 Q4	–	Sell	-4,567	Closed	-$209K	–	678
2024 Q3	$209K	Sell	4,567 -646	-12%	-$27.9K	0.01%	708
2024 Q2	$222K	Sell	5,213 -1,057	-17%	-$44.3K	0.02%	598
2024 Q1	$258K	Sell	6,270 -2,450	-28%	-$97.5K	0.02%	548
2023 Q4	$351K	Buy	8,720 +1	+0%	+$39	0.03%	510
2023 Q3	$331K	Sell	8,719 -336	-4%	-$13.3K	0.03%	483
2023 Q2	$358K	Sell	9,055 -1,529	-14%	-$60.1K	0.03%	457
2023 Q1	$418K	Hold	10,584	–	–	0.04%	416
2022 Q4	$401K	Sell	10,584 -13,161	-55%	-$486K	0.04%	390
2022 Q3	$824K	Buy	23,745 +3,158	+15%	+$123K	0.05%	353
2022 Q2	$824K	Sell	20,587 -1,583	-7%	-$66.4K	0.05%	347
2022 Q1	$1M	Buy	22,170 +4,593	+26%	+$217K	0.05%	334
2021 Q4	$865K	Buy	+17,577	New	+$884K	0.09%	218
2021 Q2	$1.03M	Sell	18,731 -5,826	-24%	-$317K	0.11%	201
2021 Q1	$1.31M	Buy	24,557 +7,936	+48%	+$435K	0.18%	133
2020 Q4	$859K	Sell	16,621 -10	-0.1%	-$481	0.13%	177
2020 Q3	$733K	Sell	16,631 -1,794	-10%	-$78.7K	0.12%	187
2020 Q2	$737K	Sell	18,425 -1,809	-9%	-$67.7K	0.13%	171
2020 Q1	$685K	Sell	20,234 -17,733	-47%	-$728K	0.16%	144
2019 Q4	$1.7M	Buy	37,967 +270	+0.7%	+$11.6K	0.26%	90
2019 Q3	$1.48M	Buy	37,697 +1,150	+3%	+$47.5K	0.31%	79
2019 Q2	$1.56M	Buy	36,547 +850	+2%	+$36.1K	0.21%	96
2019 Q1	$1.53M	Sell	35,697 -996	-3%	-$41.9K	0.34%	71
2018 Q4	$1.44M	Buy	+36,693	New	+$1.47M	0.39%	58

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 $5.72T AUM 30.48% 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 $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

Western Wealth Management's EEM Position: Q1 2026 in Review

Western Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 111% in Q1 2026, buying an estimated $429K and bringing the position to 13,870 shares worth $788K. The position accounts for 0.03% of the portfolio, ranked #512.

Western Wealth Management first reported a position in EEM in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.7M in Q4 2019. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Western Wealth Management held 13,870 shares of iShares MSCI Emerging Markets ETF worth $788K as of Q1 2026.
Western Wealth Management bought 7,289 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $429K.
iShares MSCI Emerging Markets ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #512 holding.
Western Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 27 quarters since.
Western Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.7M in Q4 2019.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.