Clearstead Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.28M | Buy |
33,284
+2,352
| +8% | +$154K | 0.02% | 358 |
|
|
2026
Q1 | $1.76M | Buy |
30,932
+190
| +0.6% | +$11.2K | 0.02% | 393 |
|
|
2025
Q4 | $1.68M | Sell |
30,742
-1,192
| -4% | -$64.8K | 0.02% | 361 |
|
|
2025
Q3 | $1.71M | Sell |
31,934
-4,042
| -11% | -$203K | 0.02% | 348 |
|
|
2025
Q2 | $1.74M | Sell |
35,976
-3,963
| -10% | -$178K | 0.02% | 343 |
|
|
2025
Q1 | $1.75M | Sell |
39,939
-43,188
| -52% | -$1.88M | 0.03% | 325 |
|
|
2024
Q4 | $3.48M | Sell |
83,127
-389
| -0.5% | -$17.2K | 0.05% | 220 |
|
|
2024
Q3 | $3.83M | Buy |
83,516
+36,092
| +76% | +$1.56M | 0.06% | 212 |
|
|
2024
Q2 | $2.02M | Buy |
47,424
+19,562
| +70% | +$821K | 0.03% | 277 |
|
|
2024
Q1 | $1.19M | Sell |
27,862
-18,390
| -40% | -$732K | 0.06% | 204 |
|
|
2023
Q4 | $1.86M | Sell |
46,252
-60,912
| -57% | -$2.35M | 0.1% | 158 |
|
|
2023
Q3 | $4.07M | Buy |
107,164
+55,343
| +107% | +$2.19M | 0.12% | 141 |
|
|
2023
Q2 | $2.05M | Buy |
51,821
+2,800
| +6% | +$110K | 0.12% | 140 |
|
|
2023
Q1 | $1.93M | Sell |
49,021
-7,639
| -13% | -$304K | 0.14% | 127 |
|
|
2022
Q4 | $2.15M | Sell |
56,660
-8,356
| -13% | -$308K | 0.17% | 110 |
|
|
2022
Q3 | $2.27M | Sell |
65,016
-3,946
| -6% | -$154K | 0.21% | 94 |
|
|
2022
Q2 | $2.77M | Buy |
68,962
+21,267
| +45% | +$892K | 0.22% | 90 |
|
|
2022
Q1 | $2.15M | Sell |
47,695
-11,431
| -19% | -$539K | 0.15% | 120 |
|
|
2021
Q4 | $2.89M | Buy |
59,126
+23,560
| +66% | +$1.19M | 0.2% | 97 |
|
|
2021
Q3 | $1.79M | Buy |
35,566
+235
| +0.7% | +$12.2K | 0.13% | 122 |
|
|
2021
Q2 | $1.95M | Sell |
35,331
-2,353
| -6% | -$128K | 0.15% | 112 |
|
|
2021
Q1 | $2.01M | Buy |
37,684
+9,168
| +32% | +$502K | 0.17% | 107 |
|
|
2020
Q4 | $1.47M | Sell |
28,516
-1,188
| -4% | -$57.1K | 0.13% | 123 |
|
|
2020
Q3 | $1.31M | Sell |
29,704
-17,330
| -37% | -$760K | 0.14% | 116 |
|
|
2020
Q2 | $1.88M | Buy |
47,034
+3,843
| +9% | +$144K | 0.22% | 87 |
|
|
2020
Q1 | $1.47M | Sell |
43,191
-39,647
| -48% | -$1.63M | 0.21% | 93 |
|
|
2019
Q4 | $3.72M | Buy |
82,838
+524
| +0.6% | +$22.5K | 0.45% | 57 |
|
|
2019
Q3 | $3.36M | Buy |
82,314
+2,971
| +4% | +$123K | 0.45% | 55 |
|
|
2019
Q2 | $3.4M | Sell |
79,343
-74
| -0.1% | -$3.14K | 0.45% | 54 |
|
|
2019
Q1 | $3.41M | Buy |
79,417
+75
| +0.1% | +$3.16K | 0.47% | 53 |
|
|
2018
Q4 | $3.1M | Buy |
79,342
+52,055
| +191% | +$2.09M | 0.48% | 53 |
|
|
2018
Q3 | $1.17M | Buy |
27,287
+4,183
| +18% | +$181K | 0.16% | 102 |
|
|
2018
Q2 | $1M | Sell |
23,104
-2,434
| -10% | -$113K | 0.14% | 102 |
|
|
2018
Q1 | $1.23M | Buy |
25,538
+684
| +3% | +$33.5K | 0.18% | 94 |
|
|
2017
Q4 | $1.17M | Sell |
24,854
-387
| -2% | -$17.9K | 0.16% | 96 |
|
|
2017
Q3 | $1.13M | Buy |
25,241
+4,070
| +19% | +$179K | 0.15% | 112 |
|
|
2017
Q2 | $876K | Buy |
21,171
+201
| +1% | +$8.18K | 0.13% | 118 |
|
|
2017
Q1 | $826K | Hold |
20,970
| – | – | 0.12% | 114 |
|
|
2016
Q4 | $734K | Buy |
+20,970
| New | +$756K | 0.12% | 108 |
|
Other funds holding EEM
GF
Clearstead Advisors's EEM Position: Q2 2026 in Review
Clearstead Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 7.6% in Q2 2026, buying an estimated $154K and bringing the position to 33,284 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #358.
Clearstead Advisors first reported a position in EEM in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.07M in Q3 2023. 1,064 funds tracked by Wall St. Rank hold EEM as of Q2 2026.
- Clearstead Advisors held 33,284 shares of iShares MSCI Emerging Markets ETF worth $2.28M as of Q2 2026.
- Clearstead Advisors bought 2,352 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $154K.
- iShares MSCI Emerging Markets ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #358 holding.
- Clearstead Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's iShares MSCI Emerging Markets ETF position peaked at $4.07M in Q3 2023.
- 1,064 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.