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Advisor OS’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Advisor OS’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 		$387K Sell
6,819
-1,771
-21% -$104K 0.03% 359
2025
Q4 		$470K Buy
8,590
+112
+1% +$6.09K 0.04% 289
2025
Q3 		$453K Buy
8,478
+317
+4% +$15.9K 0.04% 284
2025
Q2 		$394K Buy
+8,161
New +$367K 0.04% 297
2021
Q2 		– Sell
-156,951
Closed -$8.37M – 227
2021
Q1 		$8.37M Buy
+156,951
New +$8.59M 1.9% 13

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
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

Advisor OS's EEM Position: Q1 2026 in Review

Advisor OS reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 21% in Q1 2026, selling an estimated $104K and leaving 6,819 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #359.

Advisor OS first reported a position in EEM in Q1 2021 and has held it in 5 quarters since. The position peaked at $8.37M in Q1 2021. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Advisor OS held 6,819 shares of iShares MSCI Emerging Markets ETF worth $387K as of Q1 2026.
  • Advisor OS sold 1,771 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $104K.
  • iShares MSCI Emerging Markets ETF made up 0.03% of Advisor OS's portfolio in Q1 2026, its #359 holding.
  • Advisor OS first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and has held it in 5 quarters since.
  • Advisor OS's iShares MSCI Emerging Markets ETF position peaked at $8.37M in Q1 2021.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.