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Almanack Investment Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Almanack Investment Partners’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
2025
Q4 		– Sell
-66,886
Closed -$3.57M – 183
2025
Q3 		$3.57M Buy
+66,886
New +$3.36M 0.55% 32
2024
Q4 		– Sell
-4,529
Closed -$208K – 185
2024
Q3 		$208K Buy
+4,529
New +$195K 0.03% 172
2022
Q4 		– Sell
-5,165
Closed -$180K – 450
2022
Q3 		$180K Sell
5,165
-2,418
-32% -$94.4K 0.04% 143
2022
Q2 		$304K Sell
7,583
-200
-3% -$8.39K 0.03% 313
2022
Q1 		$351K Sell
7,783
-150
-2% -$7.08K 0.03% 321
2021
Q4 		$388K Sell
7,933
-863
-10% -$43.4K 0.03% 311
2021
Q3 		$443K Sell
8,796
-8,147
-48% -$424K 0.04% 286
2021
Q2 		$934K Sell
16,943
-6,446
-28% -$350K 0.09% 143
2021
Q1 		$1.25M Sell
23,389
-4,471
-16% -$245K 0.13% 113
2020
Q4 		$1.44M Sell
27,860
-587
-2% -$28.2K 0.16% 88
2020
Q3 		$1.36M Buy
+28,447
New +$1.25M 0.17% 85
2020
Q1 		– Sell
-88,397
Closed -$3.97M – 279
2019
Q4 		$3.97M Sell
88,397
-22,547
-20% -$968K 0.76% 29
2019
Q3 		$4.53M Buy
110,944
+11,215
+11% +$463K 0.88% 34
2019
Q2 		$4.28M Sell
99,729
-18,181
-15% -$772K 0.99% 25
2019
Q1 		$5.06M Buy
117,910
+25,403
+27% +$1.07M 1.43% 18
2018
Q4 		$3.61M Sell
92,507
-18,979
-17% -$760K 1.07% 23
2018
Q3 		$4.64M Sell
111,486
-35,613
-24% -$1.54M 1.22% 28
2018
Q2 		$6.37M Sell
147,099
-46,453
-24% -$2.15M 2.87% 12
2018
Q1 		$9.32M Buy
193,552
+31,304
+19% +$1.53M 3.58% 10
2017
Q4 		$7.73M Buy
162,248
+15,150
+10% +$701K 3.05% 12
2017
Q3 		$6.59M Buy
147,098
+34,862
+31% +$1.53M 3.2% 10
2017
Q2 		$4.64M Buy
112,236
+5,408
+5% +$220K 2.6% 9
2017
Q1 		$4.21M Sell
106,828
-59,259
-36% -$2.25M 3.15% 8
2016
Q4 		$5.82M Buy
+166,087
New +$5.99M 4.85% 8

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Almanack Investment Partners's EEM Position: Q4 2025 in Review

Almanack Investment Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2025, closing a stake of 66,886 shares — an estimated $3.57M sold.

Almanack Investment Partners first reported a position in EEM in Q4 2016 and held it in 24 quarters. The position peaked at $9.32M in Q1 2018. 1,519 funds tracked by Wall St. Rank hold EEM as of Q4 2025.

  • Almanack Investment Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 66,886 iShares MSCI Emerging Markets ETF shares in Q4 2025, an estimated $3.57M.
  • Almanack Investment Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and held it in 24 quarters.
  • Almanack Investment Partners's iShares MSCI Emerging Markets ETF position peaked at $9.32M in Q1 2018.
  • 1,519 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2025.

Based on Almanack Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.