Atria Investments’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Atria Investments’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	$7.34M	Buy	129,191 +99,153	+330%	+$5.83M	0.08%	265
2025 Q4	$1.64M	Sell	30,038 -386	-1%	-$21K	0.02%	818
2025 Q3	$1.62M	Buy	30,424 +113	+0.4%	+$5.67K	0.02%	811
2025 Q2	$1.46M	Buy	30,311 +14,357	+90%	+$646K	0.02%	862
2025 Q1	$697K	Sell	15,954 -41,697	-72%	-$1.81M	0.01%	1177
2024 Q4	$2.41M	Buy	57,651 +29,608	+106%	+$1.31M	0.03%	608
2024 Q3	$1.29M	Buy	28,043 +2,539	+10%	+$109K	0.02%	857
2024 Q2	$1.09M	Sell	25,504 -4,468	-15%	-$187K	0.01%	894
2024 Q1	$1.23M	Sell	29,972 -5,526	-16%	-$220K	0.02%	862
2023 Q4	$1.43M	Sell	35,498 -47,597	-57%	-$1.84M	0.02%	739
2023 Q3	$3.15M	Buy	83,095 +13,861	+20%	+$549K	0.06%	417
2023 Q2	$2.74M	Buy	69,234 +18,123	+35%	+$713K	0.05%	450
2023 Q1	$2.02M	Sell	51,111 -15,776	-24%	-$627K	0.04%	537
2022 Q4	$2.54M	Sell	66,887 -12,438	-16%	-$459K	0.05%	427
2022 Q3	$2.77M	Sell	79,325 -22,590	-22%	-$882K	0.06%	383
2022 Q2	$4.09M	Buy	101,915 +40,607	+66%	+$1.7M	0.09%	287
2022 Q1	$2.77M	Buy	61,308 +6,836	+13%	+$323K	0.05%	458
2021 Q4	$2.66M	Buy	54,472 +24,342	+81%	+$1.22M	0.05%	453
2021 Q3	$1.52M	Sell	30,130 -6,071	-17%	-$316K	0.03%	635
2021 Q2	$2M	Sell	36,201 -1,146	-3%	-$62.3K	0.04%	500
2021 Q1	$1.99M	Buy	37,347 +11,271	+43%	+$617K	0.04%	457
2020 Q4	$1.35M	Buy	+26,076	New	+$1.25M	0.03%	560
2020 Q1	–	Sell	-35,487	Closed	-$1.59M	–	711
2019 Q4	$1.59M	Sell	35,487 -7,068	-17%	-$303K	0.04%	383
2019 Q3	$1.74M	Buy	42,555 +2,282	+6%	+$94.2K	0.06%	265
2019 Q2	$1.57M	Sell	40,273 -57,299	-59%	-$2.43M	0.06%	278
2019 Q1	$4.19M	Buy	97,572 +15,386	+19%	+$648K	0.18%	109
2018 Q4	$3.21M	Sell	82,186 -4,943	-6%	-$198K	0.14%	113
2018 Q3	$3.74M	Sell	87,129 -54,663	-39%	-$2.36M	0.15%	121
2018 Q2	$6.14M	Sell	141,792 -23,211	-14%	-$1.07M	0.27%	67
2018 Q1	$7.97M	Buy	165,003 +10,987	+7%	+$539K	0.38%	44
2017 Q4	$7.26M	Sell	154,016 -22,473	-13%	-$1.04M	0.36%	45
2017 Q3	$7.91M	Buy	176,489 +23,494	+15%	+$1.03M	0.43%	38
2017 Q2	$6.33M	Buy	152,995 +2,244	+1%	+$91.3K	0.39%	46
2017 Q1	$5.94M	Buy	150,751 +25,236	+20%	+$958K	0.39%	46
2016 Q4	$4.39M	Sell	125,515 -621	-0.5%	-$22.4K	0.34%	50
2016 Q3	$4.72M	Buy	126,136 +52,249	+71%	+$1.91M	0.43%	37
2016 Q2	$2.52M	Sell	73,887 -7,190	-9%	-$241K	0.27%	54
2016 Q1	$2.78M	Sell	81,077 -198,681	-71%	-$6.15M	0.32%	47
2015 Q4	$8.26M	Buy	279,758 +219,951	+368%	+$7.54M	0.91%	19
2015 Q3	$1.96M	Buy	59,807 +24,346	+69%	+$860K	0.27%	59
2015 Q2	$1.41M	Buy	35,461 +520	+1%	+$21.8K	0.16%	89
2015 Q1	$1.4M	Sell	34,941 -5,738	-14%	-$228K	0.16%	95
2014 Q4	$1.6M	Buy	40,679 +4,912	+14%	+$200K	0.17%	98
2014 Q3	$1.49M	Sell	35,767 -632	-2%	-$27.9K	0.15%	113
2014 Q2	$1.57M	Sell	36,399 -4,550	-11%	-$193K	0.16%	119
2014 Q1	$1.68M	Sell	40,949 -60,792	-60%	-$2.38M	0.17%	110
2013 Q4	$4.25M	Buy	101,741 +60,822	+149%	+$2.55M	0.42%	43
2013 Q3	$1.67M	Buy	40,919 +8,658	+27%	+$343K	0.17%	82
2013 Q2	$1.24M	Buy	+32,261	New	+$1.34M	0.15%	86

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

Atria Investments's EEM Position: Q1 2026 in Review

Atria Investments increased its iShares MSCI Emerging Markets ETF (EEM) stake by 330% in Q1 2026, buying an estimated $5.83M and bringing the position to 129,191 shares worth $7.34M. The position accounts for 0.08% of the portfolio, ranked #265.

Atria Investments first reported a position in EEM in Q2 2013 and has held it in 49 quarters since. The position peaked at $8.26M in Q4 2015. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Atria Investments held 129,191 shares of iShares MSCI Emerging Markets ETF worth $7.34M as of Q1 2026.
Atria Investments bought 99,153 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $5.83M.
iShares MSCI Emerging Markets ETF made up 0.08% of Atria Investments's portfolio in Q1 2026, its #265 holding.
Atria Investments first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 49 quarters since.
Atria Investments's iShares MSCI Emerging Markets ETF position peaked at $8.26M in Q4 2015.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.