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

CAZ 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 		– Sell
-161
Closed -$8.81K – 44
2025
Q4 		$8.81K Sell
161
-24,200
-99% -$1.32M 0.02% 29
2025
Q3 		$1.3M Hold
24,361
– – 2.42% 8
2025
Q2 		$1.18M Hold
24,361
– – 6.66% 4
2025
Q1 		$1.06M Hold
24,361
– – 7.65% 4
2024
Q4 		$1.02M Hold
24,361
– – 1.46% 10
2024
Q3 		$1.12M Hold
24,361
– – 0.68% 10
2024
Q2 		$1.04M Hold
24,361
– – 0.36% 11
2024
Q1 		$1M Hold
24,361
– – 1.81% 11
2023
Q4 		$980K Hold
24,361
– – 1.31% 16
2023
Q3 		$924K Hold
24,361
– – 1.68% 14
2023
Q2 		$964K Hold
24,361
– – 1.14% 12
2023
Q1 		$961K Hold
24,361
– – 1.95% 11
2022
Q4 		$923K Hold
24,361
– – 1.66% 14
2022
Q3 		$850K Sell
24,361
-121,733
-83% -$4.75M 3.57% 9
2022
Q2 		$5.86M Buy
146,094
+121,733
+500% +$5.11M 17.95% 1
2022
Q1 		$1.1M Hold
24,361
– – 0.62% 15
2021
Q4 		$1.19M Hold
24,361
– – 0.68% 7
2021
Q3 		$1.23M Hold
24,361
– – 0.44% 16
2021
Q2 		$1.34M Hold
24,361
– – 0.43% 16
2021
Q1 		$1.3M Hold
24,361
– – 0.58% 16
2020
Q4 		$1.26M Sell
24,361
-16,100
-40% -$774K 0.53% 18
2020
Q3 		$1.78M Hold
40,461
– – 2.32% 11
2020
Q2 		$1.62M Buy
40,461
+37,961
+1,518% +$1.42M 1.52% 20
2020
Q1 		$85K Buy
+2,500
New +$103K 0.22% 47
2015
Q3 		– Sell
-21,329
Closed -$845K – 56
2015
Q2 		$845K Buy
21,329
+1,424
+7% +$59.6K 0.44% 47
2015
Q1 		$799K Buy
19,905
+178
+0.9% +$7.08K 0.56% 43
2014
Q4 		$775K Buy
+19,727
New +$802K 0.55% 53

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

CAZ Investments's EEM Position: Q1 2026 in Review

CAZ Investments sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2026, closing a stake of 161 shares — an estimated $8.81K sold.

CAZ Investments first reported a position in EEM in Q4 2014 and held it in 27 quarters. The position peaked at $5.86M in Q2 2022. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • CAZ Investments reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • CAZ Investments sold 161 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $8.81K.
  • CAZ Investments first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and held it in 27 quarters.
  • CAZ Investments's iShares MSCI Emerging Markets ETF position peaked at $5.86M in Q2 2022.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on CAZ Investments's 13F filing for Q1 2026, filed 12 May 2026.