Allie Family Office’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Allie Family Office’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	$8.2M	Sell	144,457 -4,189	-3%	-$246K	3.59%	5
2025 Q4	$8.13M	Sell	148,646 -513	-0.3%	-$27.9K	3.8%	5
2025 Q3	$7.97M	Sell	149,159 -12,775	-8%	-$642K	3.78%	4
2025 Q2	$7.81M	Sell	161,934 -4,033	-2%	-$181K	3.87%	4
2025 Q1	$7.25M	Sell	165,967 -5,465	-3%	-$237K	3.96%	4
2024 Q4	$7.17M	Buy	171,432 +12,960	+8%	+$574K	3.98%	4
2024 Q3	$7.38M	Sell	158,472 -3,620	-2%	-$156K	3.98%	4
2024 Q2	$6.93M	Buy	162,092 +3,714	+2%	+$156K	4.17%	4
2024 Q1	$6.63M	Buy	158,378 +2,362	+2%	+$94K	3.9%	5
2023 Q4	$6.39M	Sell	156,016 -2,998	-2%	-$116K	4.42%	4
2023 Q3	$6.15M	Buy	159,014 +1,275	+0.8%	+$50.5K	4.97%	4
2023 Q2	$6.36M	Sell	157,739 -4,092	-3%	-$161K	4.57%	5
2023 Q1	$6.51M	Sell	161,831 -4,075	-2%	-$162K	4.87%	3
2022 Q4	$6.47M	Buy	165,906 +8,441	+5%	+$311K	5.33%	3
2022 Q3	$5.55M	Buy	157,465 +7,158	+5%	+$279K	4.77%	3
2022 Q2	$6.08M	Sell	150,307 -8,763	-6%	-$368K	4.93%	3
2022 Q1	$7.18M	Buy	159,070 +20,885	+15%	+$986K	5.51%	3
2021 Q4	$7.54M	Buy	+138,185	New	+$6.95M	5.94%	3

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

Allie Family Office's EEM Position: Q1 2026 in Review

Allie Family Office reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.8% in Q1 2026, selling an estimated $246K and leaving 144,457 shares worth $8.2M. The position accounts for 3.59% of the portfolio, ranked #5.

Allie Family Office first reported a position in EEM in Q4 2021 and has held it in 18 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Allie Family Office held 144,457 shares of iShares MSCI Emerging Markets ETF worth $8.2M as of Q1 2026.
Allie Family Office sold 4,189 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $246K.
iShares MSCI Emerging Markets ETF made up 3.59% of Allie Family Office's portfolio in Q1 2026, its #5 holding.
Allie Family Office first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.