Gateway Wealth Partners adds $17.5 million to iShares EEMA position
SEC filing reveals the investment advisory firm raised its holding to 1.28% of assets under management, betting on regional equities despite concentration risks in China and Taiwan.
Gateway Wealth Partners, LLC expanded its position in the iShares MSCI Emerging Markets Asia ETF (EEMA) during the first quarter of 2026, acquiring an estimated 174,232 shares valued at $17.46 million. The transaction, disclosed in a US Securities and Exchange Commission filing submitted on 15 May 2026, increased the fund’s total holding to 1.28% of its 13F assets under management.
The acquisition contributed to a total position value increase of $16.97 million by the end of the quarter, a figure that reflects both the new purchases and price movements within the underlying assets. As of 14 May 2026, EEMA shares were trading at $115.80, having recently reached a 52-week high of $116.98 on 11 May 2026.
The ETF, which tracks the MSCI Emerging Markets Asia Index, has delivered a 49.9% return over the past year, outperforming the S&P 500 by 22.6 percentage points. Despite this strong performance, the fund closed 4.4% below its 52-week high at the time of the filing and offers a dividend yield of 1.28%.
Portfolio concentration remains a notable feature of the fund, with approximately 30% of holdings allocated to Chinese companies and another 30% to businesses operating in Taiwan. Taiwan Semiconductor Manufacturing, the fund’s largest single holding, accounts for 16% of the portfolio, underscoring the heavy reliance on these two regions and specific corporate entities.
While the move by Gateway Wealth Partners signals confidence in the asset class, the ETF carries an expense ratio of 0.49%, which is considered relatively high for a passively managed fund. Analysts note that investors must weigh the potential for regional growth against the political and regulatory risks inherent in the Chinese and Taiwanese markets.
