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

Bellwether 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	$265K	Buy	+4,667	New	+$274K	0.04%	138
2025 Q1	–	Sell	-1,908	Closed	-$79.8K	–	517
2024 Q4	$79.8K	Buy	+1,908	New	+$84.5K	0.01%	195
2023 Q2	–	Sell	-1,896	Closed	-$74.8K	–	197
2023 Q1	$74.8K	Sell	1,896 -1,387	-42%	-$55.2K	0.02%	164
2022 Q4	$124K	Buy	3,283 +1,698	+107%	+$62.6K	0.04%	144
2022 Q3	$55K	Buy	1,585 +89	+6%	+$3.47K	0.02%	153
2022 Q2	$60K	Buy	1,496 +30	+2%	+$1.26K	0.02%	158
2022 Q1	$66K	Buy	1,466 +13	+0.9%	+$614	0.02%	181
2021 Q4	$71K	Hold	1,453	–	–	0.02%	175
2021 Q3	$72K	Sell	1,453 -127	-8%	-$6.61K	0.02%	185
2021 Q2	$87K	Buy	1,580 +141	+10%	+$7.66K	0.03%	157
2021 Q1	$76K	Buy	1,439 +239	+20%	+$13.1K	0.03%	147
2020 Q4	$62K	Buy	+1,200	New	+$57.7K	0.03%	153

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

Bellwether Advisors's EEM Position: Q1 2026 in Review

Bellwether Advisors opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q1 2026: 4,667 shares worth $265K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in EEM as recently as Q4 2024.

Bellwether Advisors first reported a position in EEM in Q4 2020 and has held it in 12 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Bellwether Advisors held 4,667 shares of iShares MSCI Emerging Markets ETF worth $265K as of Q1 2026.
iShares MSCI Emerging Markets ETF was a new Bellwether Advisors position in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.04% of Bellwether Advisors's portfolio in Q1 2026, its #138 holding.
Bellwether Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 12 quarters since.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.