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Wharton Business Group’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Wharton Business Group’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Hold
12,097
– – 0.04% 78
2025
Q4 		$1.14M Sell
12,097
-890
-7% -$83.2K 0.04% 77
2025
Q3 		$1.19M Sell
12,987
-410
-3% -$35.4K 0.05% 75
2025
Q2 		$1.11M Sell
13,397
-4,495
-25% -$343K 0.05% 78
2025
Q1 		$1.32M Sell
17,892
-2,065
-10% -$153K 0.06% 73
2024
Q4 		$1.43M Sell
19,957
-640
-3% -$48.5K 0.06% 72
2024
Q3 		$1.61M Sell
20,597
-147,795
-88% -$10.8M 0.07% 73
2024
Q2 		$12.2M Sell
168,392
-555
-0.3% -$39.1K 0.63% 37
2024
Q1 		$11.5M Hold
168,947
– – 0.55% 40
2023
Q4 		$11.2M Sell
168,947
-1,495
-0.9% -$95.4K 0.56% 39
2023
Q3 		$10.7M Sell
170,442
-153,705
-47% -$10.1M 0.6% 39
2023
Q2 		$21.3M Buy
324,147
+155
+0% +$10.2K 1.4% 18
2023
Q1 		$21.5M Hold
323,992
– – 1.29% 20
2022
Q4 		$20.5M Hold
323,992
– – 1.19% 22
2022
Q3 		$18.6M Hold
323,992
– – 1.26% 19
2022
Q2 		$22.1M Sell
323,992
-1,520
-0.5% -$106K 1.46% 17
2022
Q1 		$24M Sell
325,512
-570
-0.2% -$44.5K 1.46% 18
2021
Q4 		$26.7M Buy
+326,082
New +$27.6M 1.65% 17
2021
Q3 		– Sell
-324,652
Closed -$30M – 84
2021
Q2 		$30M Sell
324,652
-38,855
-11% -$3.55M 2.35% 12
2021
Q1 		$31.9M Buy
363,507
+36,945
+11% +$3.46M 2.49% 12
2020
Q4 		$28.6M Sell
326,562
-1,190
-0.4% -$97.2K 2.34% 13
2020
Q3 		$24.5M Sell
327,752
-1,510
-0.5% -$112K 2.26% 13
2020
Q2 		$22M Sell
329,262
-25,630
-7% -$1.6M 2.12% 14
2020
Q1 		$20.2M Sell
354,892
-42,650
-11% -$2.81M 2.28% 15
2019
Q4 		$28.1M Sell
397,542
-2,180
-0.5% -$147K 2.61% 13
2019
Q3 		$25.5M Sell
399,722
-1,480
-0.4% -$94.6K 2.55% 12
2019
Q2 		$26.5M Sell
401,202
-5,140
-1% -$340K 2.7% 11
2019
Q1 		$27.5M Sell
406,342
-8,775
-2% -$573K 2.85% 10
2018
Q4 		$25.3M Buy
415,117
+5,710
+1% +$356K 2.98% 9
2018
Q3 		$27.8M Buy
409,407
+10,085
+3% +$690K 2.76% 11
2018
Q2 		$27.6M Sell
399,322
-1,025
-0.3% -$75.1K 2.88% 12
2018
Q1 		$30M Sell
400,347
-7,283
-2% -$556K 3.1% 10
2017
Q4 		$29.8M Sell
407,630
-4,800
-1% -$350K 3.09% 10
2017
Q3 		$28.7M Sell
412,430
-46,235
-10% -$3.16M 3.03% 11
2017
Q2 		$29.7M Buy
458,665
+3,900
+0.9% +$245K 3.17% 11
2017
Q1 		$27.3M Sell
454,765
-5,030
-1% -$289K 2.92% 11
2016
Q4 		$24.1M Sell
459,795
-2,410
-0.5% -$132K 2.85% 11
2016
Q3 		$26.6M Sell
462,205
-6,725
-1% -$373K 3.27% 7
2016
Q2 		$24.5M Buy
468,930
+9,400
+2% +$476K 2.9% 9
2016
Q1 		$23.8M Sell
459,530
-97,775
-18% -$4.67M 2.63% 10
2015
Q4 		$28.1M Sell
557,305
-5,761,160
-91% -$304M 2.78% 9
2015
Q3 		$31.8M Buy
6,318,465
+5,474,725
+649% +$292M 3.14% 7
2015
Q2 		$50.8K Buy
843,740
+10,465
+1% +$665K 3.37% 3
2015
Q1 		$51.1M Buy
833,275
+112,135
+16% +$6.72M 4.21% 3
2014
Q4 		$42M Buy
721,140
+256,350
+55% +$14.9M 3.47% 5
2014
Q3 		$27.2M Buy
464,790
+121,800
+36% +$7.46M 2.42% 12
2014
Q2 		$20.3M Buy
+342,990
New +$19.9M 2.25% 14

Other funds holding EEMA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wharton Business Group's EEMA Position: Q1 2026 in Review

Wharton Business Group held its iShares MSCI Emerging Markets Asia ETF (EEMA) position steady in Q1 2026 at 12,097 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #78.

Wharton Business Group first reported a position in EEMA in Q2 2014 and has held it in 47 quarters since. The position peaked at $51.1M in Q1 2015. 160 funds tracked by Wall St. Rank hold EEMA as of Q1 2026.

  • Wharton Business Group held 12,097 shares of iShares MSCI Emerging Markets Asia ETF worth $1.16M as of Q1 2026.
  • Wharton Business Group left its iShares MSCI Emerging Markets Asia ETF share count unchanged in Q1 2026.
  • iShares MSCI Emerging Markets Asia ETF made up 0.04% of Wharton Business Group's portfolio in Q1 2026, its #78 holding.
  • Wharton Business Group first reported a position in iShares MSCI Emerging Markets Asia ETF in Q2 2014 and has held it in 47 quarters since.
  • Wharton Business Group's iShares MSCI Emerging Markets Asia ETF position peaked at $51.1M in Q1 2015.
  • 160 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.