BPA
EEM icon

Beacon Pointe Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Beacon Pointe Advisors’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 		$11.5M Buy
201,656
+72,852
+57% +$4.28M 0.06% 285
2025
Q4 		$7.05M Buy
128,804
+67,946
+112% +$3.7M 0.05% 318
2025
Q3 		$3.25M Sell
60,858
-23,238
-28% -$1.17M 0.03% 443
2025
Q2 		$4.06M Buy
84,096
+9,847
+13% +$443K 0.04% 356
2025
Q1 		$3.24M Sell
74,249
-863
-1% -$37.5K 0.04% 370
2024
Q4 		$3.14M Buy
75,112
+395
+0.5% +$17.5K 0.03% 355
2024
Q3 		$3.43M Sell
74,717
-1,301
-2% -$56.1K 0.04% 364
2024
Q2 		$3.24M Sell
76,018
-1,575
-2% -$66.1K 0.04% 373
2024
Q1 		$3.19M Sell
77,593
-5,689
-7% -$226K 0.04% 395
2023
Q4 		$3.35M Sell
83,282
-16,789
-17% -$648K 0.04% 372
2023
Q3 		$3.8M Buy
100,071
+14,452
+17% +$572K 0.05% 330
2023
Q2 		$3.39M Buy
85,619
+6,405
+8% +$252K 0.06% 282
2023
Q1 		$3.13M Sell
79,214
-837
-1% -$33.3K 0.05% 300
2022
Q4 		$3.03M Buy
80,051
+718
+0.9% +$26.5K 0.06% 278
2022
Q3 		$2.77M Sell
79,333
-3,231
-4% -$126K 0.06% 253
2022
Q2 		$3.3M Sell
82,564
-8,795
-10% -$369K 0.07% 242
2022
Q1 		$4.13M Sell
91,359
-1,284
-1% -$60.6K 0.06% 283
2021
Q4 		$4.53M Sell
92,643
-3,769
-4% -$190K 0.12% 149
2021
Q3 		$4.86M Buy
96,412
+33,095
+52% +$1.72M 0.12% 173
2021
Q2 		$3.49M Buy
63,317
+20,650
+48% +$1.12M 0.12% 156
2021
Q1 		$2.27M Buy
42,667
+14,185
+50% +$777K 0.14% 132
2020
Q4 		$1.47M Buy
28,482
+2,276
+9% +$109K 0.1% 158
2020
Q3 		$1.16M Sell
26,206
-232
-0.9% -$10.2K 0.11% 152
2020
Q2 		$1.06M Sell
26,438
-26,467
-50% -$991K 0.11% 159
2020
Q1 		$1.8M Buy
52,905
+44,475
+528% +$1.82M 0.29% 71
2019
Q4 		$378K Sell
8,430
-643
-7% -$27.6K 0.12% 148
2019
Q3 		$372K Sell
9,073
-1,283
-12% -$53K 0.16% 119
2019
Q2 		$445K Sell
10,356
-474
-4% -$20.1K 0.16% 124
2019
Q1 		$466K Buy
10,830
+830
+8% +$34.9K 0.17% 117
2018
Q4 		$390K Buy
+10,000
New +$401K 0.24% 106

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

Beacon Pointe Advisors's EEM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 57% in Q1 2026, buying an estimated $4.28M and bringing the position to 201,656 shares worth $11.5M. The position accounts for 0.06% of the portfolio, ranked #285.

Beacon Pointe Advisors first reported a position in EEM in Q4 2018 and has held it in 30 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Beacon Pointe Advisors held 201,656 shares of iShares MSCI Emerging Markets ETF worth $11.5M as of Q1 2026.
  • Beacon Pointe Advisors bought 72,852 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $4.28M.
  • iShares MSCI Emerging Markets ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q1 2026, its #285 holding.
  • Beacon Pointe Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.