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

Callan 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	$6.96M	Buy	122,545 +189	+0.2%	+$11.1K	0.16%	139
2025 Q4	$6.69M	Buy	122,356 +14,446	+13%	+$786K	0.14%	144
2025 Q3	$5.76M	Sell	107,910 -5,240	-5%	-$263K	0.18%	125
2025 Q2	$5.46M	Buy	113,150 +11,792	+12%	+$530K	0.17%	139
2025 Q1	$4.43M	Sell	101,358 -23,218	-19%	-$1.01M	0.33%	68
2024 Q4	$5.21M	Buy	124,576 +2,099	+2%	+$93K	0.33%	55
2024 Q3	$5.62M	Buy	122,477 +6,138	+5%	+$265K	0.94%	22
2024 Q2	$4.95M	Buy	116,339 +1,292	+1%	+$54.2K	0.95%	23
2024 Q1	$4.73M	Buy	115,047 +7,834	+7%	+$312K	1.11%	21
2023 Q4	$4.31M	Sell	107,213 -12,817	-11%	-$495K	1.06%	23
2023 Q3	$4.56M	Sell	120,030 -1,183	-1%	-$46.8K	1.21%	17
2023 Q2	$4.8M	Sell	121,213 -73,164	-38%	-$2.88M	1.26%	17
2023 Q1	$7.67M	Sell	194,377 -22,399	-10%	-$891K	1.86%	11
2022 Q4	$8.22M	Buy	+216,776	New	+$8M	2.65%	10

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

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

Callan Family Office increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.15% in Q1 2026, buying an estimated $11.1K and bringing the position to 122,545 shares worth $6.96M. The position accounts for 0.16% of the portfolio, ranked #139.

Callan Family Office first reported a position in EEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.22M in Q4 2022. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Callan Family Office held 122,545 shares of iShares MSCI Emerging Markets ETF worth $6.96M as of Q1 2026.
Callan Family Office bought 189 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $11.1K.
iShares MSCI Emerging Markets ETF made up 0.16% of Callan Family Office's portfolio in Q1 2026, its #139 holding.
Callan Family Office first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Callan Family Office's iShares MSCI Emerging Markets ETF position peaked at $8.22M in Q4 2022.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

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